S
Serene Growth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,960,699
Clients
12
92% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$913,392
About
Serene Growth Partners provides ongoing discretionary portfolio management and investment advice primarily to high-net-worth individual clients, advising on a range of securities including exchange-listed equities, over‑the‑counter issues, options, and foreign issues. Services are delivered on a non-wrap basis and the firm requires clients to establish accounts with a designated custodian for trade execution and custody.
The firm characterizes its investment approach as higher‑risk and more speculative than broadly diversified strategies, employing fundamental, technical and charting analysis and using tactics that can include long and short positions, frequent trading, options and margin. Serene Growth Partners monitors accounts regularly and may exercise discretion over timing and execution while consulting clients on significant strategy changes and investment restrictions.
Compared with many independent advisers, the firm is notable for two uncommon features: it is affiliated with another state‑registered investment adviser for which the firm’s principal also provides portfolio management, and it offers performance‑based fee arrangements to qualified clients. The brochure discloses potential conflicts that can arise from performance fees and describes contractual safeguards, such as high‑water‑mark provisions and allocation policies, intended to mitigate those conflicts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Occupation focus
Executive
Fee options
$0+: 2.00% annually for non-qualified clients $0+: 1.00% annually + 15% performance fee for annual returns over 0% + 20% performance fee for annual returns over 100% (qualified clients, fee option 1) $0+: 2.00% annually + 15% performance fee for annual returns over 10% + 20% performance fee for annual returns over 100% (qualified clients, fee option 2) $0+: 0% AUM + 20% performance fee for annual returns (qualified clients, fee option 3) $0+: 0% AUM + 10% performance fee for portion of annual returns < 10% and 20% performance fee for portion of annual returns > 10% (qualified clients, fee option 4)
Performance fees for qualified clients with rates of 10%-20% depending on fee option and performance thresholds as detailed in fee tiers.
Account minimum: $200,000
Main office location
Serene Growth Partners LLC
San Diego CA, United States
Number of offices
1
Most active in
Serene Growth Partners LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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