Serone Capital Management LLP

RIASEC RegisteredEst. 2017
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$161M
Accounts
17
Employees
41
Advisory reps
6

Firm details

Headquarters
London,
CRD number
174288
Registered since
January 3, 2017
Custodians
THE BANK OF NEW YORK MELLON, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles59%
  • Insurance Companies16.91%
  • Other14.13%
  • Charitable Organizations9.96%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Serone Capital Management LLP is a London‑style limited liability partnership that operates as a hedge fund manager focused on institutional clients and pooled investment vehicles. Registered with the SEC since 2017, the firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled funds as well as for businesses and institutional investors. Its fee mix includes percentage of AUM, fixed fees and performance‑based fees, reflecting a typical hedge‑fund compensation structure. Investment activity centers on credit‑oriented strategies and managed pooled vehicles. The firm reports a strong institutional orientation with discretionary management only, and it does not identify as an active ESG investor. The combination of CPO/CTA registration and hedge‑fund fund structures suggests Serone uses both pooled vehicles and trading strategies that may employ derivatives or futures where appropriate to implement its mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 76%, Cash & Cash Equivalents 17%, Non-Investment Grade Corp Bonds 6%, Sovereign Bonds 1%76%
  • Other76%
  • Cash & Cash Equivalents17%
  • Non-Investment Grade Corp Bonds6%
  • Sovereign Bonds1%

Owners & executives

3 of 6
  • Neil Servis

    Neil Servis

    Founder & Chief Exceutive OfficerCRD 6447697

  • Adrian King

    Adrian King

    Chief Operating OfficerCRD 6447698

  • Qi Qi

    Qi Qi

    Chief Financial OfficerCRD 7717397

Unlock 3 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
110 Cannon St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth