Serendib Capital Management LLC

Overview

Serendib Capital Management LLC is a small, independent registered investment adviser that serves individuals, families and a limited number of institutional clients. The firm’s advisory mix centers on financial planning and discretionary portfolio management for individuals and small businesses, billing on a percentage-of-AUM basis with the option of hourly charges for planning or consultative work. With modest assets under management, the firm appears to run concentrated, client-specific portfolios rather than a large-scale model-management operation. Investment activity is tilted toward publicly available pooled vehicles as the core building blocks of client portfolios, with a supplemental allocation to third-party real estate strategies. Serendib does not identify as an active ESG investor. The firm operates under individual ownership and positions itself as a hands-on adviser for clients who need planning-driven portfolio oversight rather than broad institutional platform services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices