RIA Intel›Advisers›California›SER CAPITAL PARTNERS MANAGEMENT, LP

SER CAPITAL PARTNERS MANAGEMENT, LP

Advisory

N·REDWOOD CITY, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$686M
1-Year AUM Growth
0.0%
3-Year CAGR
+17.2%
Employees
7
Assets Under Management
Total AUM$686M
Discretionary AUM$686M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees7
Investment Advisers11
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record8
First FilingJun 29, 2022
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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