Jeffrey Serota
Director/Board Member at BREITBURN ENERGY PARTNERS LP
Net worth: 336 278 $ as of 2024-03-30
Profile
Jeffrey S.
Serota is currently the Vice Chairman & Chief Investment Officer at Corbel Management LLC, Vice Chairman at Corbel Capital Partners SBIC LP, Director at EXCO Production Company (WV) LLC, Director at Maverick Natural Resources LLC, Director at AmeriQual Group LLC, and Advisor at Paragon Advisor Partners LLP.
He previously held positions such as Chairman at Forest Investments, Inc., Non-Executive Chairman at SandRidge Energy, Inc., Chairman at CIFC Corp., Co-Chairman at Great Elm Group, Inc., Independent Director at Goodrich Petroleum Corp., Director at Marietta Corp., Independent Director at EXCO Resources, Inc., Director at Douglas Dynamics LLC, Director at WCA Waste Corp., Director at Exco Holdings, Inc., Director at White Energy, Inc., Director at Douglas Dynamics, Inc., Director at LyondellBasell Industries, Inc., Independent Director at CIFC LLC, Vice President-Investment Banking Department at Bear, Stearns & Co., Inc., Analyst at Bear Stearns Asset Management, Inc., Senior Partner at Ares Management LLC, Vice President at Dabney, and Senior Partner at Ares Private Equity Group.
He received his undergraduate degree from The Wharton School of the University of Pennsylvania and his MBA from Anderson School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
GREAT ELM GROUP, INC.
0.55% | 2023-10-19 | 175,145 ( 0.55% ) | 336 278 $ | 2024-03-30 |
Jeffrey Serota active positions
| Companies | Position | Start |
|---|---|---|
| BREITBURN ENERGY PARTNERS LP | Director/Board Member | - |
Paragon Advisor Partners LLP
 Paragon Advisor Partners LLP Investment ManagersFinance Founded by Siddharth Parekh and Sumeet Nindrajog, Paragon Advisor Partners LLP is a private equity firm. | Consultant / Advisor | - |
Corbel Management LLC
 Corbel Management LLC Investment ManagersFinance Corbel Management LLC (Corbel Management) is an Independent Private Equity firm founded in 2013 by Jeff B. Schwartz. The firm is headquartered in California. | Chairman | - |
Corbel Capital Partners SBIC LP
 Corbel Capital Partners SBIC LP Investment ManagersFinance Corbel Capital Partners SBIC LP seeks investment opportunities in lower middle market companies located in the Unites States with an EBITDA of USD 2 - 15 million. The fund targets companies operating in the fields of wide range of sectors. It provides financing for recapitalization, acquisition financing, project financing, partial liquidity, buyouts of minority shareholders, M&A, shareholder liquidity and growth capital requirements with an investment size ranging from USD 5 - 40 million. It acquires minority positions. | Director/Board Member | - |
EXCO Production Company (WV) LLC
 EXCO Production Company (WV) LLC Oil & Gas ProductionEnergy Minerals EXCO Production (WV) LLC explores and produces oil and natural gas. The company is headquartered in Dallas, TX. | Director/Board Member | - |
AmeriQual Group LLC
 AmeriQual Group LLC Food: Specialty/CandyConsumer Non-Durables AmeriQual Group LLC engages in the development, processing, packaging, and distribution of shelf-stable food products. The firm offers AmeriQual and Thermo Pac brand products. The company was founded by Daniel S. Hermann in 1987 and is headquartered in Evansville, IN. | Director/Board Member | - |
Former positions of Jeffrey Serota
| Companies | Position | End |
|---|---|---|
| GOODRICH PETROLEUM CORPORATION | Director/Board Member | 2021-12-22 |
| CIFC LLC | Director/Board Member | 2016-11-20 |
| SANDRIDGE ENERGY, INC. | Chairman | 2016-10-03 |
| ░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
Training of Jeffrey Serota
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| Anderson School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 4 |
|---|---|
| EXCO RESOURCES, INC. | Energy Minerals |
| SANDRIDGE ENERGY, INC. | Energy Minerals |
| DOUGLAS DYNAMICS, INC. | Producer Manufacturing |
| GREAT ELM GROUP, INC. | Finance |
| Private companies | 21 |
|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Goodrich Petroleum Corp.
 Goodrich Petroleum Corp. Integrated OilEnergy Minerals Goodrich Petroleum Corp. engages in the exploration, development, and production of oil and natural gas on properties. It holds interests in the Haynesville Shale Trend in northwest Louisiana and East Texas; Tuscaloosa Marine Shale Trend located in southwest Mississippi and southeast Louisiana; and the Eagle Ford Shale Trend situated in South Texas. The company was founded in 1995 and is headquartered in Houston, TX. | Energy Minerals |
Marietta Corp.
 Marietta Corp. Household/Personal CareConsumer Non-Durables Marietta Corp. manufactures and supplies hotel guest amenity products. The company was founded on October 18, 1976 and is headquartered in Ontario, NY. | Consumer Non-Durables |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
Forest Investments, Inc.
 Forest Investments, Inc. Packaged SoftwareTechnology Services Forest Investments, Inc. is a holding company, which engages in the investment and acquisition of businesses, securities and assets that has significant long-term value creation. It operates through the following segments: Durable Medical Equipment, Investment Management, Real Estate, and General Corporate. The company was founded on December 16, 1994 and is headquartered in Waltham, MA. | Technology Services |
Ares Management LLC
 Ares Management LLC Investment ManagersFinance Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients. | Finance |
Douglas Dynamics LLC
 Douglas Dynamics LLC Trucks/Construction/Farm MachineryProducer Manufacturing Douglas Dynamics LLC manufactures snow and ice removal equipment. It offers snowplows, salt, sand spreaders, and ice control products for four-wheel drive light trucks. The company manufactures parts and accessories for sport utility vehicles. It was founded in 1948 and is headquartered in Milwaukee, WI. | Producer Manufacturing |
WCA Waste Corp.
 WCA Waste Corp. Environmental ServicesIndustrial Services WCA Waste Corp. engages in the provision of waste collection, recycling, and disposal services. The firm offers residential recycling, commercial dumpsters, special waste, portable toilets, and roll-off collection. The company was founded by Tom J. Fatjo, Jr. in 2000 and is headquartered in Houston, TX. | Industrial Services |
EXCO Production Company (WV) LLC
EXCO Production Company (WV) LLC Oil & Gas ProductionEnergy Minerals EXCO Production (WV) LLC explores and produces oil and natural gas. The company is headquartered in Dallas, TX. | Energy Minerals |
Maverick Natural Resources LLC
 Maverick Natural Resources LLC Integrated OilEnergy Minerals Maverick Natural Resources LLC engages in the business of acquisition, exploitation, and development of oil and gas properties. Its assets consist of producing and non-producing crude oil, and natural gas reserves. The company was founded on March 23, 2006 and is headquartered in Houston, TX. | Energy Minerals |
Exco Holdings, Inc.
 Exco Holdings, Inc. Oil & Gas ProductionEnergy Minerals Exco Holdings Inc. is formed by Douglas Miller, chairman, and other members of Exco Resources Inc. management. Exco Resources Inc. is the subsidiary of Exco Holdings Inc. | Energy Minerals |
Dabney/Resnick/Imperial LLC
 Dabney/Resnick/Imperial LLC Investment ManagersFinance Part of Imperial Capital Group Holdings LLC, Dabney/Resnick/Imperial LLC is a full-service investment bank, brokerage firm and asset manager. The private company is based in Beverly Hills, CA. Dabney/Resnick/Imperial was acquired by Imperial Capital LLC on August 14, 1996. | Finance |
AmeriQual Group LLC
AmeriQual Group LLC Food: Specialty/CandyConsumer Non-Durables AmeriQual Group LLC engages in the development, processing, packaging, and distribution of shelf-stable food products. The firm offers AmeriQual and Thermo Pac brand products. The company was founded by Daniel S. Hermann in 1987 and is headquartered in Evansville, IN. | Consumer Non-Durables |
White Energy, Inc.
 White Energy, Inc. Chemicals: SpecialtyProcess Industries White Energy, Inc. owns and operates ethanol plants. It produces ethanol. The company was founded in 2006 and is headquartered in Plano, TX. | Process Industries |
Ares Private Equity Group
 Ares Private Equity Group Investment ManagersFinance Ares Private Equity Group (Ares Private Equity Group) is a private equity, a subsidiary of Ares Management LLC founded by Bennett Rosenthal, Antony Peter Ressler and David Benjamin Kaplan in the year 1997. The firm is headquartered in Los Angeles, California with additional offices in Shanghai, China and London, United Kingdom. | Finance |
LyondellBasell Industries, Inc.
 LyondellBasell Industries, Inc. Chemicals: SpecialtyProcess Industries LyondellBasell Industries, Inc. manufactures basic polymers for industrial use, as well as refines crude oil into lubricating oil, diesel fuel, coke and sulfur. It offers chemicals, quality systems, technology centers, product safety and stewardship. The company is headquartered in Houston, TX. | Process Industries |
CIFC LLC
 CIFC LLC Investment ManagersFinance CIFC LLC provides investment management and advisory services. The firm manages investment products for various types of investors, including pension funds, hedge funds, and other asset management firms, banks, insurance companies, and other types of institutional investors. It offers collateralized loan obligations, collateralized debt obligations, and other investment vehicles. The company was founded by Peter Gleysteen in 2005 and is headquartered in New York, NY. | Finance |
Corbel Management LLC
Corbel Management LLC Investment ManagersFinance Corbel Management LLC (Corbel Management) is an Independent Private Equity firm founded in 2013 by Jeff B. Schwartz. The firm is headquartered in California. | Finance |
Paragon Advisor Partners LLP
Paragon Advisor Partners LLP Investment ManagersFinance Founded by Siddharth Parekh and Sumeet Nindrajog, Paragon Advisor Partners LLP is a private equity firm. | Finance |
Corbel Capital Partners SBIC LP
Corbel Capital Partners SBIC LP Investment ManagersFinance Corbel Capital Partners SBIC LP seeks investment opportunities in lower middle market companies located in the Unites States with an EBITDA of USD 2 - 15 million. The fund targets companies operating in the fields of wide range of sectors. It provides financing for recapitalization, acquisition financing, project financing, partial liquidity, buyouts of minority shareholders, M&A, shareholder liquidity and growth capital requirements with an investment size ranging from USD 5 - 40 million. It acquires minority positions. | Finance |
CIFC Corp.
 CIFC Corp. Financial ConglomeratesFinance Part of CIFC LLC, CIFC Corp. is a private company that caters to existing and retail investors. The company is based in New York, NY. The company define professional investors as credit institutions, investment firms, regulated financial institutions, insurance companies, collective investment schemes, or pension funds. | Finance |
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