# Serra Ventures, LLC

> Serra Ventures, LLC is an exempt reporting adviser in Champaign, IL, filing reports since 2019. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 301961
- Filed as: SERRA VENTURES, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Champaign, IL
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301961
- AdvisorCensus page: https://advisorcensus.com/firm/serra-ventures-llc-champaign-il-301961

## Quick answers

**Where is Serra Ventures, LLC located?**
Serra Ventures, LLC's principal office is in Champaign, IL, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**How does Serra Ventures, LLC report to regulators?**
Serra Ventures, LLC is an exempt reporting adviser, filing reports since 2019. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 301961.

**Does Serra Ventures, 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/301961

**What changed in Serra Ventures, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2019 (7 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Chicago, IL
- Midway, UT

### Websites listed on Form ADV (Item 1.I)
- serraventures.com
- Facebook @SerraVentures
- LinkedIn @5522064
- X @serraventures

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 16, 2021 |
| October 2022 | Not reported | Not reported | March 30, 2022 |
| October 2023 | Not reported | Not reported | March 28, 2023 |
| October 2024 | Not reported | Not reported | August 14, 2024 |
| October 2025 | Not reported | Not reported | May 13, 2025 |
| October 2026 | Not reported | Not reported | June 11, 2026 |


## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Serra Ventures, LLC (CRD 301961): Form ADV filing data as of October 2026.