RIA Intel›Advisers›Texas›SERENDIB CAPITAL MANAGEMENT LLC

SERENDIB CAPITAL MANAGEMENT LLC

Advisory

Data as of Jan 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,465

of 2,813 advisers by AUM

Average account

$338K

across 18 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 31, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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