Serent Capital Management Company, LLC

Serent Capital Management Company, LLC (CRD# 160292) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,340,498,667 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,340
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $394,590,788
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Serent Capital Management Company, LLC
No Advisor Found.
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