# Serenity Alternative Investment Management, LLC

> Serenity Alternative Investment Management, LLC is a state-registered investment advisory firm in Arvada, CO, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 312214
- Filed as: SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arvada, CO
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312214
- AdvisorCensus page: https://advisorcensus.com/firm/serenity-alternative-investment-management-llc-arvada-co-312214

## Quick answers

**How is Serenity Alternative Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Serenity Alternative Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Serenity Alternative Investment Management, LLC located?**
Serenity Alternative Investment Management, LLC's principal office is in Arvada, CO, according to its Form ADV.

**Is Serenity Alternative Investment Management, LLC registered with the SEC or a state?**
Serenity Alternative Investment Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 312214.

**How much does Serenity Alternative Investment Management, LLC manage?**
Serenity Alternative Investment Management, LLC reports $15,016,099 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (80% discretionary).

**What types of clients does Serenity Alternative Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (3); high net worth individuals (1); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Serenity Alternative Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312214

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $15,016,099
- Discretionary: $12,063,241
- Non-discretionary: $2,952,858

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $145,420 |
| Investment companies | 3 | $5,299,306 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,571,373 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [serenityalts.com](https://serenityalts.com)
- LinkedIn @serenity-alternative-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | February 5, 2021 |
| October 2022 | Not reported | Not reported | April 5, 2022 |
| October 2023 | Not reported | Not reported | April 20, 2023 |
| October 2026 | $15,016,099 | 1 | March 9, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Serenity Alternative Investment Management, LLC (CRD 312214): Form ADV filing data as of October 2026.
