Seraphim Capital Management

Seraphim Capital Management

Seraphim Capital Management was founded in 2014 and registered as an investment advisor in the United States. The firm manages non-pooled, separately managed accounts and explicitly serves high-net-worth individuals, trusts, charitable organizations, and family offices. Its investment process is built around a collaborative model that includes an integrated CPA, offering tax-efficient portfolio construction as a structural feature rather than an afterthought. The firm constructs balanced portfolios based on individual risk tolerance and objectives, drawing on global economic monitoring to drive diversification. Asset-class coverage spans equities, fixed income, and market-linked instruments, including structured products like market-linked CDs and inflation bonds. Geographic reach extends across US and international markets, though the firm does not publicly disclose specific portfolio-company names or co-investment partners. The advisory model is non-pooled, meaning each client's assets are managed in a dedicated account rather than commingled vehicles. Seraphim Capital Management operates from Blauvelt, New York, and emphasizes a team-based approach anchored by a reported 125 years of combined investment experience. Client engagement includes regular portfolio reviews and open communication cadences. The firm's website highlights specific service lines for dormant 401(k) repositioning and guidance on the SECURE Act 2.0, suggesting a specialization in retirement-transition planning for individuals and small businesses. No additional offices or affiliated philanthropic structures are publicly documented. Seraphim's structural differentiator lies in its embedded tax advisory layer. The firm incorporates a CPA directly into its investment team — not as a referral partner — positioning tax efficiency as a core portfolio-construction input from the outset. This architecture is unusual for an RIA of its apparent scale and signals a deliberate focus on after-tax return optimization for taxable individual and trust accounts.