Sera Capital Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
1910 Towne Centre Blvd Ste 250, Annapoli...Phone Number
(443) 873-1440Website
www.seracapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
1
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1
About Sera Capital Management
Sera Capital is an independent, fee-only fiduciary firm based in Annapolis, MD, specializing in tax-efficient exit strategies for high-net-worth individuals, families, and their advisors. The company offers a range of services including 1031 exchanges, Delaware Statutory Trusts (DSTs), Opportunity Zone Funds, and business exit planning. With a focus on providing unbiased advice, Sera Capital works closely with clients to navigate complex real estate transactions and ensure tailored solutions for their specific needs. Their expertise in sophisticated investment strategies positions them as a leading advisor for real estate investors and business owners seeking to preserve wealth and manage transitions.Explore more
Sera Capital Management Org Chart
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2021
Debt
$90K
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Sera Capital is an independent, fee-only fiduciary firm based in Annapolis, MD, specializing in tax-efficient exit strategies for high-net-worth individuals, families, and their advisors. The company offers a range of services including 1031 exchanges, Delaware Statutory Trusts (DSTs), Opportunity Zone Funds, and business exit planning. With a focu... Read More
