Serve Capital Partners

Fee-Only (% of Portfolio)

Serve Capital Partners manages private equity funds of funds, investing in niche private equity funds, holding companies, and co-investment opportunities within the lower middle-market. Serve focuses on "off-the-run" opportunities where they have expertise and believe they can generate the best risk-adjusted returns for their investors. Serve does not offer financial planning services.

Assets Under Management$2.5B
Clients14
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Serve Capital Partners manages private equity funds of funds and receives an annual management fee from the funds. The general partner of each fund also receives a performance fee based on the net profits allocated to each investor. Details of all fees charged by Serve are provided in the applicable offering documents or the limited partnership agreement for each fund.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.