Serenity Alternative Investment Management, LLC

Serenity Alternative Investment Management serves high‑net‑worth individuals, institutional traders, other investment advisers, and investors in its private pooled vehicle. The firm provides discretionary asset management using proprietary strategies, offers securities recommendations and signal‑selling to institutional advisers, and manages the Serenity Alternative Investments Fund I, LP.

The firm concentrates on securitized commercial real estate via publicly traded REITs and related equities, combining a proprietary multi‑factor REIT model (built from 19 predictive REIT data series drawn from a larger factor library) with Net Asset Value‑oriented fundamental analysis. Portfolios may employ both long and short positions and can be tailored within the limits of the strategy for client time horizon or tax considerations.

Compared with many independent advisers, Serenity is notable for sponsoring and managing a private pooled fund while also managing separate client accounts and charging performance‑based compensation to certain clients, a structure that creates side‑by‑side management considerations the firm addresses through pro‑rata trade allocation and loss carryforward (high‑water mark) provisions. The firm also sells timed trading signals to institutions and discloses operational features that may affect client reporting and trade execution—such as not providing regular written reports and limited ability to aggregate trades across differing client custodians.