Serenity Capital Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 20, 2026, reports $64M in regulatory assets under management, 4 employees, and 149 accounts.
Assets Under Management
$64M
Employees
4
Offices
--
Total Clients
48
Primary office
PITTSFORD, NY
145 SULLYS TRAIL, STE 5, PITTSFORD, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
26
2
Individuals
39.6%
19
3
Charitable
6.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$64Mas of March 20, 2026
Discretionary100.0%
$64M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$64M
Total Accounts149
10Y AUM Change+$64M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee12:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.