SER CAPITAL PARTNERS MANAGEMENT, LP
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 307713
- Registered since
- July 29, 2022
- Website
- www.sercapitalpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SER Capital Partners Management, LP is a limited partnership that operates as a private equity manager focused on pooled investment vehicles for institutional clients. Registered with the SEC in 2022, the firm serves as sponsor, general partner and managing member of its funds, handling portfolio management and active oversight of underlying private investments. The firm identifies as an active ESG investor and integrates environmental, social and governance considerations into its manager selection and ongoing monitoring processes. Fee arrangements combine a percentage of assets under management with performance-based compensation, consistent with a typical private equity alignment of interests. Investment emphasis is on private equity strategies, with meaningful allocations to venture capital and commodity-linked opportunities, including oil and gas exposure. As sponsor/GP, the firm participates in deal sourcing, structuring and portfolio company governance rather than operating primarily as a passive allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2RAHUL ADVANI
CEO and Managing PartnerCRD 2983495
HA NGUYEN
CFOCRD 7719496
Contacts
1 of 1Rhem Wooten
PartnerCRD 7281123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
REDWOOD CITY, CA
SAN MATEO
Location
REDWOOD CITY, CA
Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 201 Redwood Shores Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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