Serve Capital Partners

Serve Capital Partners (CRD# 284027) is a financial advisory firm headquartered in Austin, TX. They manage $1,507,717,441 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,508
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $150,771,744
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)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Serve Capital Partners
No Advisor Found.
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