A complete list of active advisors currently associated with Serendib Capital Management LLC
Warmer can help you find a great advisor at Serendib Capital Management LLC or one who fits your needs even better.
The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates and also to corporations or business entities, managing roughly $6.1 million for a small roster of clients. Services include ongoing portfolio management with client‑specific investment programs and standalone financial plans delivered on an hourly basis. Portfolios are managed on a discretionary basis using a mix of fundamental, technical, charting and cyclical analysis, and the firm permits a range of strategies including long‑ and short‑term positions, options writing, margin trading and the use of leverage. The brochure specifically discloses the firm’s use of derivatives and borrowing within separately managed accounts and describes quarterly portfolio reviews with rebalancing and tax‑loss harvesting when appropriate. What is distinctive is the combination of a solo‑advisor, small‑asset practice (about a dozen clients and roughly $6.1M AUM) that nevertheless employs less common tools for its peer group—derivatives, margin/borrowing in client accounts, and work for corporate/business clients. The advisor also maintains an outside technology consulting practice and has disclosed receiving insurance‑related external compensation historically, with procedures and disclosures in place to address that conflict; the firm does not routinely vote client proxies.
To learn more about the advisors currently working at Serendib Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Coppell, TX
| 9
|
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