Jeffrey Robert Serra
Investment adviser representative at Obra Capital Management, LLC.
17 yearsExperience
1 stateRegistered in
$5.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Obra Capital Management, LLC.May 2014 to now
- Ovation Partners, LPJul 2012 to now
- Obra CapitalJul 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Obra Capital Management, LLC.
$5.7BAssets managed
64Clients
1Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1690742
- Firm CRD
- 155231