A complete list of active advisors currently associated with Serene Growth Partners LLC

Warmer can help you find a great advisor at Serene Growth Partners LLC or one who fits your needs even better.

Serene Growth Partners is a state-registered independent investment adviser that provides discretionary asset management and ongoing portfolio supervision for high‑net‑worth individuals. The firm manages roughly $11 million across a small number of client accounts and requires a minimum account size to establish an advisory relationship. The firm combines fundamental, technical and charting analysis and may employ both long‑ and short‑term strategies, including short sales, margin and frequent trading, and it discloses that its approach can be high‑risk and speculative. Accounts are managed on a discretionary basis with trading executed through a designated custodian, and the firm notes it may increase cash holdings or modify strategies for special situations such as legacy positions or tax considerations. Notably, Serene Growth Partners is affiliated with another registered investment adviser controlled by the same principal and, unusually for firms in this peer group, offers performance‑based fee arrangements for qualified clients with high‑water‑mark protections and several alternative fee structures (including AUM-plus‑performance and performance‑only options). The brochure also details potential conflicts tied to performance fees and describes controls and policies—such as pro rata block‑trade allocations, a Code of Ethics, trade‑error procedures, and custody practices—to address those conflicts; the firm does not vote client proxies.

To learn more about the advisors currently working at Serene Growth Partners 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.