Sera Capital Management Limited Liability Company
● SEC registered since 2026CRD 120896SEC# 801-135960Annapolis, MD
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.
Sera Capital Management Limited Liability Company owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Edward Sera Control | Managing Principal, Portfolio Manager, & Cco | Under 5% | 2016 |
| Carlos Manuel Sera Control | Managing Principal | Over 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
| Address | 1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401 |
| Phone | 301-464-8333 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.3MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$114.3Mregulatory AUM
Discretionary $93.6MNon-discretionary $20.7M