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Type	Result	AUM ($B)

Serent Capital LP
Firm	Serent Capital Management Company LLC ✚
Fund #	805-4867596207
CIK #	0001432464
Sale	2008-03-20 ($231.5 M Offered, $231.5 M Sold)
Fund	Private Equity Fund
Phone	4153431050
Address	600 Montgomery Street San Francisco, 94111
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Serent Capital Partners LLC
Custodian	Silicon Valley Bridge Bank NA, Webster Bank National Association, Merrill Lynch Pierce Fenner & Smith Incorporated, Silicon Valley Bank A Division of First Citizens Bank, Silicon Valley Bank
Auditor	KPMG LLP, PricewaterhouseCoopers LLP, BDO USA PC, BDO USA LLP
Marketer
Broker
Jurisdiction

Directors	2011 - 2025
Kevin Frick
David Kennedy

Comparable Firms	State	AUM ($B)
Asia Pacific Financial Management Group Inc ✚		0.3
Model Wealth Inc ✚		0.3
Hewell Financial Group Inc ✚		0.3
14B Capital Management LP ✚		0.3
Walker Asset Management LLC ✚		0.3
Robasciotti & Associates Inc ✚		0.3
Southwind Associates of NJ Inc ✚		0.3
Turn8 Private Wealth Inc ✚		0.3
Tower View Wealth Management LLC ✚		0.3
Luminvest Wealth Management LLC ✚		0.3

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