AUMdb

Serone Capital Management Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 338114 · SEC file 801-135110 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Jul 22, 2026
Regulatory AUM
$116M
Discretionary
$0
Clients
1
Avg AUM / client
$116M
Accounts
1
Employees
3

AUM over time

$116M $116M
Apr 27, 2026 Jul 22, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $116M 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/27/2026 1.18 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.

View current Form ADV (SEC/IAPD) ↗