Advisor at Serenity Alternative Investment Management, LLC
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Firm
Serenity Alternative Investment Management, LLC
Location
Arvada, CO 80003
Credentials
CFA®
Industry experience
< 1 year
Martin Kollmorgen is the sole advisor at Serenity Alternative Investment Management, LLC, an independent firm based in Arvada, CO. He holds the CFA® designation and has been with Serenity since its founding in 2016. Serenity Alternative Investment Management specializes in discretionary asset management focused on securitized commercial real estate through publicly traded REITs. The firm serves high-net-worth and qualified clients, offers securities recommendations to institutional advisors, and manages a private pooled investment vehicle for accredited investors using a proprietary multi-factor quantitative REIT model combined with fundamental analysis.
Based on Serenity Alternative Investment Management, LLC
15% of net income quarterly with high-water mark; only charged to Qualified Clients with at least $1.1 million AUM or $2.2 million net worth
Account minimum: $1,000,000
7878 Wadsworth Blvd, Suite 350
Arvada, CO 80003
Colorado
Serenity Alternative Investment Management, LLC
2016 - Present (10 years)
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Real estate agent
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