Investment adviser · CRD 113879

SERCO INVESTMENTS INC.

Investment adviser filing (IA)

· Form ADV filed May 18, 2012

Regulatory AUM
$29M
Form ADV · Item 5.F
Client accounts
74
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 18, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

CRD 113879

Filing source

Form ADV 647911 · May 18, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.