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SER CAPITAL PARTNERS MANAGEMENT, LP
CRD 307713 · SEC 801-126264
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $685.8M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD