Sera Capital Management Company Profile, Contacts & Intelligence

Financial ServicesAnnapolis, Maryland, United States4 employeesFounded 1990
3 contacts with email or phone data3 with email data2 with phone data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 3 visible contacts
Departments
1
Mapped contact coverage

Sera Capital Management Overview

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/

Headquarters
Annapolis, Maryland, United States
Website
seracapital.com
Industry
Financial Services
Founded
1990
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Investment Management Life Insurance Retirement Planning Annuities Delaware Statutory Trusts Qualified Opportunity Zone Funds Structured Installment Sales QOZ DST

Sera Capital Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 2 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Sera Capital Management's company email domain.
General
3

Sera Capital Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Carlos Sera
Investment Manager at Sera Capital
EP
C
Carl E. Sera, Cmt
We Specialize in Tax Efficient Exit Planning for Real Estate Investors, Small Business Owners & Hnw Retirees.
EP
J
Joe Sera
We Specialize in Tax Efficient Exit Planning for Real Estate Investors, Business Owners & Hnw Retirees.
E

Sera Capital Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Manager
1

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