Carl Andrew Serger
Director of Finance/CFO at Seneca Global Fund LP
Net worth: - $ as of 30/07/2017
Profile
Mr. Carl A.
Serger, CPA, is a Chief Financial Officer at Steben & Co. LLC, a Chief Financial Officer & Director at Futures Portfolio Fund LP and Seneca Global Fund LP.
He is on the Board of Directors at Futures Portfolio Fund LP and Seneca Global Fund LP.
Mr. Serger joined the Steben & Co. in 2009 with over 20 years of experience with financial and operating issues.
He serves on Steben & Company's Board of Directors.
Prior to joining Steben & Company, Mr. Serger was Senior Vice President, Chief Financial Officer and Chief Operating Officer for Peracon, Inc., a leading electronic transactions platform for institutional commercial real estate transactions.
Previously, he was Chief Financial Officer, Senior Vice President and Treasurer of Finetre Corporation, a financial technology platform company providing services to major brokerage firms, banks and insurance companies, until its acquisition by Ebix, Inc. in 2006.
He remained with Ebix as Senior Vice President and Chief Financial Officer after the acquisition.
Mr. Serger earned his Bachelor of Science in Business Administration from Old Dominion University in 1982, and a Technology Management Certification from the California Institute of Technology.
He holds his Series 28 license and is a CPA.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Futures Portfolio Fund LP
 Futures Portfolio Fund LP Investment Banks/BrokersFinance Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN. 0.37% | 27/02/2019 | 48 ( 0.37% ) | 0 $ | 30/07/2017 |
Carl Andrew Serger active positions
| Companies | Position | Start |
|---|---|---|
Seneca Global Fund LP
 Seneca Global Fund LP Investment Trusts/Mutual FundsMiscellaneous Seneca Global Fund LP engages in the speculative trading of futures contracts, forward currency contracts and other financial instruments traded in the United States and internationally. The company was founded on March 23, 2007 and is headquartered in Gaithersburg, MD. | Director of Finance/CFO | - |
Former positions of Carl Andrew Serger
| Companies | Position | End |
|---|---|---|
Steben & Co. LLC
 Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Director of Finance/CFO | 29/02/2020 |
Peracon, Inc.
 Peracon, Inc. Packaged SoftwareTechnology Services Peracon, Inc. provides business intelligence and data services for real estate businesses. The private company is based in McLean, VA. | Director of Finance/CFO | 31/10/2009 |
| EBIX, INC. | Director of Finance/CFO | 30/07/2007 |
Finetre Corp.
 Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | President | 30/11/2006 |
Futures Portfolio Fund LP
Futures Portfolio Fund LP Investment Banks/BrokersFinance Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN. | Director of Finance/CFO | - |
Training of Carl Andrew Serger
| Old Dominion University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| EBIX, INC. | Technology Services |
 | Finance |
| Private companies | 4 |
|---|---|
Finetre Corp.
Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA. | Technology Services |
Peracon, Inc.
Peracon, Inc. Packaged SoftwareTechnology Services Peracon, Inc. provides business intelligence and data services for real estate businesses. The private company is based in McLean, VA. | Technology Services |
Seneca Global Fund LP
Seneca Global Fund LP Investment Trusts/Mutual FundsMiscellaneous Seneca Global Fund LP engages in the speculative trading of futures contracts, forward currency contracts and other financial instruments traded in the United States and internationally. The company was founded on March 23, 2007 and is headquartered in Gaithersburg, MD. | Miscellaneous |
Steben & Co. LLC
Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Finance |
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