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Sera Capital Management, LLC

EST. AUM
$114,258,975

CONTACTS

CLIENT ACCOUNTS
106

Firm Details

Metro area Baltimore
CRD Number 120896
Website seracapital.com
Client types

Overview

Sera Capital is a family-owned, fee-only registered investment advisory firm specializing in exit planning and alternative investment strategies. Founded in 1990, the firm serves high-net-worth individuals and accredited investors with tax-efficient transition solutions and portfolio management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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