SERRA VENTURES, LLC
Firm details
- Headquarters
- CHAMPAIGN, Illinois
- CRD number
- 301961
- Registered since
- June 14, 2019
Firm profile
FINTRXOverview
Serra Ventures, LLC is organized as a limited liability company and registered with the SEC in 2019. The firm is individually owned and operates primarily through pooled investment vehicles, serving in sponsor, general partner and managing-member roles rather than acting as a traditional advisory business with retail accounts. The firm does not present itself as an active ESG investor, a multi-state adviser, a pension consultant, or a standalone capital allocator.
Assets & Accounts
Investments & Alternatives
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 1TIMOTHY HOERR
CEO & Managing PartnerCRD 1585859
Contacts
3 of 3DENNIS BEARD
Managing PartnerCRD 5652666
STEPHEN BECK
Vice PresidentCRD 5676347
ROBERT SCHULTZ
Managing PartnerCRD 7127541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHAMPAIGN, IL
CHAMPAIGN
Location
CHAMPAIGN, IL
Headquartered in CHAMPAIGN, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- CHAMPAIGN
- Address
- 520 N Neil St
- Time zone
- CT (UTC-6)
- Office locations
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