SERA Capital Management, LLC

Fee-Only Fiduciary DST & 721 Exchange Advisors | Serving Investors & Their Advisors | Est. 1990 | Sera Capital is a fee-only, independent registered...

SERA Capital Management, LLC

Fee-Only Fiduciary DST & 721 Exchange Advisors | Serving Investors & Their Advisors | Est. 1990 | Sera Capital is a fee-only, independent registered investment advisor specializing in Delaware Statutory Trust (DST) investments and 721 Exchange (UPREIT) strategies for real estate investors, business owners, and their advisors.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

—

City

—

Corporate office

—

Who owns and controls SERA Capital Management?

No public records identify the firm's ownership or control. As an RIA, the firm is registered with the SEC but has disclosed no principals or parent entity.

Is SERA Capital Management a family office?

SERA Capital Management, LLC is registered as an RIA, not a family office. Its structure suggests it provides investment advisory to multiple clients, which is distinct from a single-family office that serves one family.

What investment services does SERA Capital Management offer?

As an RIA, the firm likely offers portfolio management, financial planning, and retirement planning. Specific services are not publicly documented, but regulatory filings indicate it manages client assets.

Does SERA Capital Management make direct investments or fund commitments?

No public information suggests the firm engages in direct investments, fund commitments, or co-investments. Its activities are typical of a financial advisory firm focused on asset allocation.

What sectors or asset classes does SERA Capital Management invest in?

The firm has not publicly disclosed targeted sectors or asset classes. As a diversified RIA, it likely invests across equities, bonds, and alternative assets based on client risk profiles.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.