SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$393M
Accounts
13
Employees
95
Advisory reps
9

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
160292
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Olga Kaplan

    Chief Operating OfficerCRD 5683849

  • DARREN ONDREY

    Chief Financial Officer & Chief Compliance OfficerCRD 7529861

Contacts

3 of 7
  • DAVID KENNEDY

    Partner EmeritusCRD 6023052

  • DEXTER HOPEN

    PartnerCRD 5547689

  • JOHN CASELLI

    PartnerCRD 5836333

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth