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SERVE CAPITAL PARTNERS
SERVE CAPITAL PARTNERS, LLC
CRD 284027 · SEC 801-117466
1221 S MOPAC EXPY, SUITE 260, AUSTIN, TX, 78746-6819, United States
Phone
512-505-4153
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $2.50B |
States served
VA, TX
All web addresses on file
Official SEC filing: View on IAPD