SERENE POINT ADVISORS LLC

SERENE POINT ADVISORS LLC is an SEC-registered investment adviser (CRD 309433). Regulatory assets under management: $32.9M.

Registration

• CRD: 309433
• Type: Registered investment adviser
• Phone: 503-360-9550
• Latest filing: 2026-03-16
• Regulatory AUM: $32.9M
• Discretionary AUM: $32.4M
• Non-discretionary AUM: $510K
• Clients: 2
• Accounts: 115

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309433 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search