Serra Capital
Serra Capital last closed a fund in February 2024 — 33 months ago.
Serra Capital Opportunities Fund, L.P. — a Form D for a new fund, newer than the record below. The raise has started.
Filed for a new fund on Wednesday 7 October 2026 — Serra Capital Opportunities Fund, L.P., $2M. 021-600359 ↗ This is newer than the record below, which is rebuilt quarterly. See the feed.
Mid-cycle This firm is far enough into its last fund to be investing, and too early to be raising again as of the last quarterly rebuild.
- Funds on file
- 7
- Capital raised
- $98M
- Latest close
- February 2024
- Based in
- IL
Vehicles on file
| Vehicle | First close | Amount | Filings |
|---|---|---|---|
| Serra Capital Ag Tech Fund II, L.P. | February 2024 | $15M | 0002001005 ↗ |
| Serra Capital Ag Tech Fund, LP | January 2021 | $45M | 0001847614 ↗ |
| Serra Capital II Follow-On Fund, LP | January 2019 | $9M | 0001766811 ↗ |
| Serra Capital III (SBIC), L.P. | November 2018 | $6M | 0001758848 ↗ |
| Serra Capital III, LP | March 2016 | $13M | 0001672232 ↗ |
| Serra Capital II, LP | December 2013 | $7M | 0001597861 ↗ |
| Serra Capital I, LP | October 2010 | $3M | 0001504634 ↗ |
Each row links to that vehicle’s Form D filings on EDGAR — the name, date and amount above should match what is filed there.
Named on filings
Timothy Hoerr, Dennis Beard, Robert Schultz, Charles Hodge, Stephen Beck, Tim Hoerr
What Serra Capital invests in
- Typical fund
- $9M median, pre-seed / seed scale
- Website
- serraventures.com
Service providers
- Fund administrator
- None reported — the adviser answered “no administrator” for 4 of 4 funds
- Auditor
- CliftonLarsonAllen (4 funds)
From Form ADV filed by SERRA VENTURES, LLC CRD 301961 ↗, latest filing June 2026, covering 4 funds linked to this firm by Form D file number. Form ADV is filed once a year, so a provider may have changed since. How this is matched.
What this is. Every figure on this page comes from Form D filings with the U.S. Securities and Exchange Commission — public records, reproduced here as filed. Service providers, where shown, come from the adviser’s Form ADV and are dated.
What it is not. Single-deal SPVs, feeder vehicles and GP or employee commitment funds are listed but excluded from fund counts and capital totals: an SPV is one investment, a feeder holds the same capital as its master, and a “Principals” or “Entrepreneurs” fund closes alongside a main fund rather than being raised in its own right. Capital deployed from a family office, a corporate balance sheet or an evergreen structure never arrives as a fund close, so a firm doing that looks quiet here. Amounts are as of the last amendment and go stale. Dates are the date of first sale — a fund's first close, not its final one. Funds filed as “Indefinite” are excluded from totals rather than counted as zero, so a total is a floor.
“No recent fund” is a statement about filings. It is not a statement about whether a firm is solvent, investing, or still in business.