Seraph Capital Associates LLC

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Assets, Funds, Holdings

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Seraph Capital Associates LLC
CRD #165754
SEC #801-112894
CIK #
AUM $74.3 MM (2024-06-20)
Employees 1 (100% Investors, 0% Brokers)
Phone918-338-2255
Address501 SE Fourth Street
Bartlesville, OK 74003-3906
Source [IAPD]
Total AUM ($MM)
806448321602009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE SVC III Partners LLC [2024-06-20] 2.4 2.4
RE SVC II Partners LLC 2024-03-29 6.2
RE SVC Partners LLC 2024-03-29 4.0
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 176 10.7
(b) Individuals (high net worth individuals) 14 11.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 59 10.4
(h) Charitable organizations 17 4.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 13 28.9
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 19 8.2
(n) Other 0 0.0
Total 298 74.3
By Discretionary
Discretionary 298 74.3
Non-Discretionary 0 0.0
Total 298 74.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 74.3
Total 298 74.3
Form D Directors # Filings # Firms 2011 - 2024
Trevor Sutterfield 1
Related Firms State AUM ($BB)
Sutterfield Financial Group Inc
OK 0.2
Seraph Capital Associates LLC
OK 0.1
Comparable Firms State AUM ($BB)
BOON Capital Advisors LLC
IL 0.1
Freedom Family Office LLC
FL 0.1
Steward Capital Management Inc
MI 0.1
Golden K Wealth Management LLC
CA 0.1
Vericrest Private Wealth LLC
PA 0.1
Emissary Wealth LLC
NJ 0.1
Lanier Asset Management LLC
KY 0.1
Bay Street Capital Holdings LLC
CA 0.1
Port One Investments LLC
MA 0.0
EII Realty Securities Inc
NY 0.0
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