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).
Current Firm Details
By the Numbers
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Total Assets Under Management4,340MILLION
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Total Number of Accounts11ACCOUNTS
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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
Registered Investment Advisor
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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