# SERA Capital Management, LLC

SERA Capital Management, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** seracapital.com

## Regulatory record

- **CRD number:** 120896
- **SEC file number:** 801-135960
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120896

## About

SERA Capital Management, LLC was established in 1990. It operates as a fee-only fiduciary and independent registered investment advisor that provides DST and 721 Exchange advisory services. The advisor works with real estate investors, business owners, and their advisors.

## Questions

### 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.

## Related profiles

- [Kurfees Capital Management](https://altss.com/profile/kurfees-capital-management-llc)

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Last updated: 2026-07-11T16:28:35.000Z

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