Serendipequity, LLC is a large advisory firm based in Sausalito. It manages $110 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Serendipequity provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Serendipequity, LLC is $110 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Serendipequity, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Serendipequity, LLC performs its advisory services is located at 80 Liberty Ship Way, Suite 25, Sausalito, CA 94965 The mailing address of the firm is 80 Liberty Ship Way, Suite 25, Sausalito, CA 94965. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-450-0034 or by fax 415-231-5166. The normal business hours are 9 am - 5 pm on Monday - Friday.