SERVE CAPITAL PARTNERS

RIASEC RegisteredEst. 2019

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$179M

Accounts

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 284027
Registered since: October 9, 2019
Website: www.servecapitalpartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Serve Capital Partners is an LLC that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm, SEC-registered in 2019, serves as sponsor and general partner and acts as managing member for its funds. Its advisory activities center on portfolio management of pooled vehicles and the selection of third-party advisers. Ownership is listed as a mix of a domestic entity and individual ownership. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Serve Capital Partners does not identify as an active ESG investor and is not registered as a multi-state adviser.