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SERVE CAPITAL PARTNERS

SERVE CAPITAL PARTNERS, LLC

CRD 284027 · SEC 801-117466

Visit website

1221 S MOPAC EXPY, SUITE 260, AUSTIN, TX, 78746-6819, United States

Phone

512-505-4153

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.50B

Discretionary AUM

$2.50B

Team

8 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles14$2.50B

States served

VA, TX

All web addresses on file

Official SEC filing: View on IAPD