Serenity Alternative Investment Management, LLC
Serenity Alternative Investment Management focuses on investing in commercial real estate through publicly traded Real Estate Investment Trusts (REITs). Serenity uses a data-driven process to create diversified portfolios. Serenity offers asset management for high-net-worth individuals and institutions, securities recommendations for other advisors, and manages a private fund of publicly traded REITs. Serenity can tailor its asset management services to individual client needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. A 15% performance fee is also charged quarterly, subject to a high-water mark. Performance-based fees are only charged to clients with at least $1.1 million in assets under management or a net worth (excluding primary residence) of over $2.2 million.