Located at 2148 Jimmy Durante Blvd in Del Mar, CA 92014, Serene Investment Management, LLC is a lower middle market special situations lending and investment firm operating within the business management consulting space. The company deploys fully discretionary capital — with no Wall Street credit line, no investment committees, and no outside partners — to execute fast due diligence on complex transactions. Serene specializes in DIP loans for companies navigating bankruptcy proceedings, venture debt for startups facing delayed funding rounds, bridge-to-sale financing, receivership certificates, and preferred equity placements. The firm is registered as an investment adviser through the SEC's IAPD system under CRD number 171980 and holds California Finance Lender's License #60DBO 85822, issued by the Department of Financial Protection & Innovation. Del Mar's Jimmy Durante Boulevard corridor is home to several financial and consulting firms, and businesses seeking broader portfolio strategy alongside alternative capital may also benefit from Del Mar Wealth Management. Adam, the principal responsible for underwriting and capital allocation, graduated from the University of California San Diego in 2004 and previously worked in corporate real estate for Charles Schwab and Stanford University before founding 366 Development, LLC in 2007 to invest in distressed condo projects and non-performing assets. His trading counterparties over the past decade have included Goldman Sachs, Bank of America, JP Morgan Chase, GE Capital, and numerous sub-$20B financial institutions. Charles, who handles accounting and financial reporting, brings over 40 years of experience including nearly a decade as a CPA in public practice, and holds a B.S. in Business Administration from the University of North Carolina at Chapel Hill. Dane leads opportunity identification in the venture debt and distressed debt markets, drawing on a background that includes client advisory roles at Ameriprise Financial and Franklin Templeton Investments; he is also a UCSD graduate from the class of 2004. Other consulting professionals along this stretch of Del Mar include Iconic Business Advisors, which rounds out the neighborhood's cluster of advisory talent. Serene operates as a privately held company with two to ten employees and maintains offices in both San Francisco and Del Mar, giving it access to deal flow across Northern and Southern California.