Sera Capital Management

Financial Services • Parole, Maryland, United States • 1-10 Employees

Company overview

Headquarters	1910 Towne Centre Blvd, Annapolis, Maryland 21401, US
Phone number	+14433321031
Website	seracapital.com
NAICS	52
Keywords	Annuities, Retirement Planning, Life Insurance, Investment Management, DST, Structured Installment Sales, Delaware Statutory Trusts, QOZ, Qualified Opportunity Zone Funds
Founded	1990
Employees	1-10
Socials

Key Contact at Sera Capital Management

Joe Sera

Vice President

Sera Capital Management Email Formats

Sera Capital Management uses 1 email format. The most common is {first initial} (e.g., j@seracapital.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@seracapital.com	100%

About Sera Capital Management

WHAT WE CAN DO FOR YOU: We are a wealth management firm with a concentration of high-net-worth real estate clients where we help them manage their portfolio as well as assist them to defer, reduce or even eliminate taxes. We use various vehicles including 1031 Exchanges into triple net lease properties as well as DST investments. In addition, we can determine when a Qualified Opportunity Zones or Structured Installment Sales may be more appropriate. WHAT CAN WE HELP YOU WITH: We Routinely Help Clients Save— 100s of Thousands in Taxes. When selling real estate or a business or any other highly appreciated asset—you will create a large taxable event. We help investors to defer, reduce and eliminate their tax liabilities through a variety of alternative investments strategies and investment vehicles. -1031 Exchange DST Replacement Property (Delaware Statutory Trusts). -Qualified Opportunity Zone Fund Investments (QOZ). -Triple Net Lease Properties (NNNs) -Structured Installment Sales. HOW WE GOT STARTED: Read about how we saved our client over— $800,000 in taxes with a 1031 DST investment. https://seracapital.com/1031-exchange/ BOOK A CALL: Schedule a time to talk with us here: https://calendly.com/sera-capital/

Sera Capital Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Sera Capital Management has never raised funding before.

Sera Capital Management Tech Stack

Discover the technologies and tools that power Sera Capital Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

CivicTheme

UI frameworks

Oxygen

Page builders

Hotjar

Analytics

Microsoft 365

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Frequently asked questions

Sera Capital Management is located in Parole, Maryland, US.

You can reach Sera Capital Management at +14433321031.

Sera Capital Management was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

Sera Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sera Capital Management

Joe Sera

Vice President

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