Data / Investment advisers / Texas / Serve Capital Partners
Serve Capital Partners, Austin, TX: $2.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Serve Capital Partners is an SEC registered investment adviser with its main office in Austin, Texas and reports $2.5 billion in regulatory assets under management in its Form ADV filed May 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 14 private funds.
The request: Watch Serve Capital Partners (CRD number 284027): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 284027
- SEC file number
- 801-117466
- SEC status
- Approved, effective October 9, 2019
- Legal name
- Serve Capital Partners, LLC
- Main office
- 1221 S Mopac Expy Suite 260, Austin, TX 78746
- Phone
- (512) 505-4153
- Website
- servecapitalpartners.com
- Regulatory AUM
- $2,501,300,000 in the Form ADV filed May 28, 2026
- Discretionary AUM
- $2,501,300,000
- Accounts
- 14
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 14: 14 private equity funds
- Gross assets of private funds
- $2,501,310,000
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $2.50 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $2.50 billion | May 28, 2026 |
| April 1, 2026 | $2.46 billion | March 4, 2026 |
| December 1, 2025 | $1.95 billion | May 29, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Greenbelt Capital Partners | Austin | $3.19 billion | 10 | adviserinfo.sec.gov |
| Maslow Wealth Advisors | Austin | $2.84 billion | Not listed | adviserinfo.sec.gov |
| MCP Management, LP | Austin | $2.70 billion | 13 | adviserinfo.sec.gov |
| Multicoin Capital Management, LLC | Austin | $2.69 billion | 10 | adviserinfo.sec.gov |
| Kensington Asset Management, LLC | Austin | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Oxbow Advisors, LLC | Austin | $2.46 billion | Not listed | adviserinfo.sec.gov |
| Waterloo Capital | Austin | $2.26 billion | Not listed | adviserinfo.sec.gov |
| Orei Advisors LP | Austin | $2.18 billion | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Serve Capital Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.