SER CAPITAL PARTNERS MANAGEMENT, LP

RIASEC RegisteredEst. 2022
Total AUM
$686M
Discretionary
$686M
100% of AUM
Avg account
$52.8M
Accounts
13
Employees
11
Advisory reps
3

Firm details

Headquarters
REDWOOD CITY, California
CRD number
307713
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SER Capital Partners Management, LP is a limited partnership that operates as a private equity manager focused on pooled investment vehicles for institutional clients. Registered with the SEC in 2022, the firm serves as sponsor, general partner and managing member of its funds, handling portfolio management and active oversight of underlying private investments. The firm identifies as an active ESG investor and integrates environmental, social and governance considerations into its manager selection and ongoing monitoring processes. Fee arrangements combine a percentage of assets under management with performance-based compensation, consistent with a typical private equity alignment of interests. Investment emphasis is on private equity strategies, with meaningful allocations to venture capital and commodity-linked opportunities, including oil and gas exposure. As sponsor/GP, the firm participates in deal sourcing, structuring and portfolio company governance rather than operating primarily as a passive allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • RAHUL ADVANI

    CEO and Managing PartnerCRD 2983495

  • HA NGUYEN

    CFOCRD 7719496

Contacts

1 of 1
  • Rhem Wooten

    PartnerCRD 7281123

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

REDWOOD CITY, CA

SAN MATEO

Location

REDWOOD CITY, CA

Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
201 Redwood Shores Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth