$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
10 yrs Firm Age
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- Custodian
- E*TRADE ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Serene Growth Partners LLC
Serene Growth Partners LLC is a SAN Diego-based RIA. The firm has been operating for 10 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with E*TRADE and Interactive Brokers.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$913.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SIVA KUMAR
Chief Compliance Officer, Managing Member
- CRD
- #6519838
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,960,699 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,960,699 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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