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Adviser Profile

As of Date 05/30/2024
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 4 33.33%
Registration SEC, Approved, 10/09/2019
Other registrations (3)
Former registrations

SERVE CAPITAL PARTNERS, LLC

AUM* 1,616,120,583 43.14%
of that, discretionary 1,616,120,583 43.14%
Private Fund GAV* 1,616,120,583 39.70%
Avg Account Size 146,920,053 4.10%
SMA’s No
Private Funds 11 3
Contact Info 512 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 968M 806M 645M 484M 323M 161M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count11 GAV$1,616,120,583

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