SERENE INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 171980
- Website
- sereneim.com
Firm profile
FINTRXOverview
Serene Investment Management, LLC operates as a manager and sponsor of pooled investment vehicles, acting in roles such as general partner and managing member. Its activity centers on running multiple private funds rather than providing traditional advisory services to retail clients. The firm’s fund slate is weighted toward private equity and has a smaller real estate footprint, indicating a focus on illiquid, manager-controlled investments where structuring, sourcing and active oversight are central to value creation. Fund sizes and the number of vehicles point to a boutique manager that runs multiple targeted strategies or series of vehicles rather than a single large flagship fund. The firm’s role as sponsor/GP implies it leads deal sourcing, negotiation and governance for portfolio companies and properties, and that its primary client relationships are with limited partners inside those funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1VINCENT PHILLIPS
Chief Operating OfficerCRD 1956868
Contacts
1 of 1ADAM PHILLIPS
PrincipalCRD 4229427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 2625 Alcatraz Ave
- Time zone
- PT (UTC-8)
- Office locations
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