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SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

44 Montgomery St
Suite 3450
San Francisco, California 94104
Tel: 415-310-0391

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About SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

SERENT CAPITAL MANAGEMENT COMPANY, LLC, formally registered with the SEC as SERENT CAPITAL MANAGEMENT COMPANY, LLC. The firm was established in 03/28/2012. They have over 2 offices throughout the country.

SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. is a San Francisco, California based Financial Planning firm with nearly $4,731,900,208 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 82 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160292
SEC#801-73183
Assets Managed by Firm$4,731,900,208
No. of Clients11
No. of Advisors82

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total11$4,731,900,208

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