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Sera Capital Management Limited Liability Company

● SEC registered since 2026CRD 120896SEC# 801-135960Annapolis, MD
Export (members)
Reg. AUM
$114.3M
Employees
5
Accounts
106
Location
Annapolis, MD

Sera Capital Management Limited Liability Company assets under management

Sera Capital Management Limited Liability Company is an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2026. It reports $114.3 million in regulatory assets under management and employs 5 people.
seracapital.comView on SEC.gov ↗

Sera Capital Management Limited Liability Company owners & executives

2 reported
NameTitleOwnershipSince
Carl Edward Sera ControlManaging Principal, Portfolio Manager, & CcoUnder 5%2016
Carlos Manuel Sera ControlManaging PrincipalOver 75%1990

Frequently asked questions

How much does Sera Capital Management Limited Liability Company manage?

Sera Capital Management Limited Liability Company reports $114.3 million in regulatory assets under management on its Form ADV.

How many employees does Sera Capital Management Limited Liability Company have?

Sera Capital Management Limited Liability Company reports 5 employees.

Where is Sera Capital Management Limited Liability Company located?

Sera Capital Management Limited Liability Company is based in Annapolis, MD and has been SEC-registered since 2026.

Does Sera Capital Management Limited Liability Company disclose fund performance?

Sera Capital Management Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401
Phone301-464-8333
Office hours9-5
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$93.6M
Non-discretionary$20.7M
Total (RAUM)$114.3M