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| SER Capital Partners Management LP
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|---|---|
| CRD # | 307713 |
| SEC # | 801-126264 |
| CIK # | |
| AUM | 685.8 M (2026-03-31) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-873-1011 |
| Address | 201 Redwood Shores Pkwy Redwood City, CA 94065 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | SER Co-Invest Partners II-C LP | [2026-03-31] | ||
| Filed 2025-05-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SER Capital Partners II-A LP | [2025-03-28] | 78.8 M | 44.0 M |
| Filed 2025-11-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SER Capital Partners II-B LP | [2025-03-28] | 8.5 M | 6.4 M |
| Filed 2025-11-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SER Capital Partners II-C LP | [2025-03-28] | 9.8 M | 5.4 M |
| Filed 2025-11-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SER Environmental Coinvest I LP | 2024-03-28 | 30.6 M | |
| PE | SER Perfect Power Coinvest 2022 LP | 2024-03-28 | 2.5 M | |
| PE | SER Coinvest Partners I-A LP | 2023-03-30 | 18.7 M | |
| PE | SER Coinvest Partners I-B LP | 2023-03-30 | 28.4 M | |
| PE | SER Coinvest Partners I LP | 2023-03-30 | 12.8 M | |
| PE | SER Capital Partners I-A LP | 2022-03-31 | 40.8 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 685.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 685.8 |
| By Discretionary | ||
| Discretionary | 13 | 685.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 685.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 42.2 | |
| United States Persons | 643.6 | |
| Total | 13 | 685.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Christopher Smith | Executive Officer | 85 | 4 | |
| Rahul Advani | Executive Officer | 25 | 3 | |
| Sara Graziano | Executive Officer | 11 | 2 | |
| Marvin Wooten | Executive Officer | 4 | 1 | |
| Marvin Wooten Jr | Executive Officer | 4 | 1 | |
| None Ser Capital Partners LLC | Executive Officer | 2 | 1 | |
| Ser Capital Partners GP I LP | Promoter | 1 | 1 | |
| Ser Efficiency Fund GP I LP | Promoter | 1 | 1 | |
| None Ser Storage Fund GP II LP | Executive Officer | 1 | 1 | |
| None Ser Capital Partners Co-Invest GP LP | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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