SER CAPITAL PARTNERS MANAGEMENT, LP

201 Redwood Shores Pkwy
Suite 315
Redwood City, California 94065
Tel: 415-873-1011

About SER CAPITAL PARTNERS MANAGEMENT, LP

SER CAPITAL PARTNERS MANAGEMENT, LP, formally registered with the SEC as SER CAPITAL PARTNERS MANAGEMENT, LP. The firm was established in 07/29/2022. They have over 2 offices throughout the country.

SER CAPITAL PARTNERS MANAGEMENT, LP is a Redwood City, California based Financial Planning firm with nearly $471,449,198 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307713
SEC#	801-126264
Assets Managed by Firm	$471,449,198
No. of Clients	10
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$471,449,198

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