SERAC VENTURE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
334450

Firm profile

FINTRX

Overview

Serac Venture Management LLC operates as a small, privately held investment manager organized as a limited liability company and owned by an individual. The firm functions primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than operating as a traditional retail adviser. Public filings indicate no registered advisory client base under the RIA model; the firm’s activity centers on running private fund vehicles. Investment activity is concentrated in venture capital. The single fund under management is modest in scale, which suggests the firm targets early-stage or niche opportunities where smaller, concentrated capital pools can be deployed. The manager does not report itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator to other managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • KEVIN MOORE

    Founder & General PartnerCRD 5310476

  • Paul Brown

    MemberCRD 8025237

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OKLAHOMA CITY, OK

OKLAHOMA

Location

OKLAHOMA CITY, OK

Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
629 W Main St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth