SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 160292
- Registered since
- March 28, 2012
- Website
- www.serentcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Serent Capital Management Company, L.L.C. is a private-equity–focused adviser that manages pooled investment vehicles and commonly serves institutional investors. The firm operates as a general partner/managing member on its funds, executing control and growth-oriented private equity strategies while also allocating to real assets and energy-related opportunities. Serent positions itself as an active ESG investor, incorporating environmental, social and governance considerations into diligence and portfolio monitoring. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting a typical private equity manager compensation model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Olga Kaplan
Chief Operating OfficerCRD 5683849
DARREN ONDREY
Chief Financial Officer & Chief Compliance OfficerCRD 7529861
Contacts
3 of 7DAVID KENNEDY
Partner EmeritusCRD 6023052
DEXTER HOPEN
PartnerCRD 5547689
JOHN CASELLI
PartnerCRD 5836333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, 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 FRANCISCO
- Address
- 555 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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