Serenityshares Investments LLC (Chevy Chase)

Serenityshares Investments provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Serenityshares Investments: assets under management

The assets under management (AUM) of Serenityshares Investments LLC is $5.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Serenityshares Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Serenityshares Investments serves?

The only and largest group of clients of Serenityshares Investments is investment companies with 1 clients and $5.43 million of assets under management. Among the 4 most similar advisory firms, Serenityshares Investments has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $5.43 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Serenityshares Investments doesn't advise any private funds.

Careers at Serenityshares Investments LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Chevy Chase

The principal office where Serenityshares Investments LLC performs its advisory services is located at 2 Wisconsin Circle, Chevy Chase, MD 20815 7015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-349-3917. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at serenityshares.com.

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