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SER CAPITAL PARTNERS MANAGEMENT, LP

CRD 307713 · SEC 801-126264

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201 REDWOOD SHORES PKWY, SUITE 315, REDWOOD CITY, CA, 94065, United States

Phone

415-873-1011

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$685.8M

Discretionary AUM

$685.8M

Team

11 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles13$685.8M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD