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Serve Capital Partners Share
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Overview Share
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Austin, Texas
$252.3 million AUM
2 offices

Serve Capital Partners is based in Austin, Texas and has $252.3 million in assets under management.

Location
2901 Via Fortuna, Building 6,
Suite 550
Austin, TX 78746
$252.3 million
AUM
3
Employees
AUM Share
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$252,300,767
Assets under management
3 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 3 $252,300,767 100% $84,100,256
Employees Share
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3
Employees
2
Investment analysts
67% of total employees
AUM per employee Share
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$252,300,767
Assets under management
$84,100,256
AUM per employee
$126,150,384
AUM per investment analyst
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Compensation

Serve Capital Partners makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Serve Capital Partners provides the following services:

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
Firm data Share
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CRD number 284,027
SEC number 801-117466
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 29, 2020

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