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SERONE CAPITAL MANAGEMENT LLP
CRD 174288File 801-108895
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.73B
Top 25% of cohort (national)
Discretionary AUM
$2.73B
Clients
7
17 accounts
Employees
41
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 3, 2017
- Principal office
- 110 CANNON STREET, LONDON, EC4N 6EU
- Phone
- 44 20 3405 7350
- Website
- https://serone.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.73B
- Discretionary AUM
- $2.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $390.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $461.8M |
| Charitable organizations | Fewer than 5 | $272.0M |
| Pooled investment vehicles | 7 | $1.61B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 14 | 7 | decreased by7 |
| Apr 1, 2026 | Employees | 37 | 41 | increased by4 |
| Apr 1, 2026 | Clients | 11 | 14 | increased by3 |
| Apr 1, 2026 | AUM | $2,779,955,228 | $2,731,118,174 | decreased by$48,837,054 |
| Apr 1, 2026 | Accounts | 14 | 17 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 37 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 11 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,206,380,418 | $2,779,955,228 | increased by$1,573,574,810 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 14 | decreased by2 |
| Mar 1, 2022 | Employees | 21 | 25 | increased by4 |
| Mar 1, 2022 | AUM | $825,330,000 | $1,206,380,418 | increased by$381,050,418 |
| Mar 1, 2022 | Accounts | 9 | 16 | increased by7 |
| May 1, 2021 | Employees | 18 | 21 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SERONE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SERONE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.