Serent Capital Management Company, LLC

Serent Capital Management Company, LLC (CRD# 160292) is a financial advisory firm headquartered in San Francisco, CA. They manage $962,185,284 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    962
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $192,437,057
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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