Serve Capital Partners, Llc
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 14
- Avg AUM / client
- $179M
- Accounts
- 14
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $2.5B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Serve Opportunities Fund I, Lp | Private Equity Fund | Texas | $335M | 2 |
| Serve Opportunities Fund Ii, Lp | Private Equity Fund | Delaware | $249M | 2 |
| Scp Iv A, Lp | Private Equity Fund | Delaware | $160M | 2 |
| Serve Capital Partners Iv, Lp | Private Equity Fund | Delaware | $139M | 201 |
| Serve Capital Partners Ii, Lp | Private Equity Fund | Delaware | $134M | 147 |
| Scp Iii A, Lp | Private Equity Fund | Delaware | $124M | 2 |
| Serve Capital Partners V, Lp | Private Equity Fund | Delaware | $123M | 202 |
| Serve Capital Partners I, Lp | Private Equity Fund | Delaware | $111M | 60 |
| Serve Capital Partners Iii, Lp | Private Equity Fund | Delaware | $106M | 162 |
| Serve Opportunities Fund Iii, Lp | Private Equity Fund | Delaware | $89.5M | 13 |
| Scp V A, Lp | Private Equity Fund | Delaware | $45.0M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bigham, Scott, Wendel | Managing Member | Feb 2016 (11y) | ≈ 56.25% – 100% via Serve Capital Partners Holdings, Llc | |
| Mcclure, Michael, Edward | Managing Director | May 2018 (8y) | Less than 5% | |
| Mckinney, Lara, Deanne | Chief Operating Officer And Chief Compliance Officer | Oct 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Serve Capital Partners Holdings, Llc | Member | Feb 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bigham, Scott, Wendel: 75% – 100% of Serve Capital Partners Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Serve Opportunities Fund I, Lp | Private Equity Fund | $335M | $0 | 2 |
| Serve Opportunities Fund Ii, Lp | Private Equity Fund | $249M | $0 | 2 |
| Scp Iv A, Lp | Private Equity Fund | $160M | $0 | 2 |
| Serve Capital Partners Iv, Lp | Private Equity Fund | $139M | $250K | 201 |
| Serve Capital Partners Ii, Lp | Private Equity Fund | $134M | $500K | 147 |
| Scp Iii A, Lp | Private Equity Fund | $124M | $0 | 2 |
| Serve Capital Partners V, Lp | Private Equity Fund | $123M | $250K | 202 |
| Serve Capital Partners I, Lp | Private Equity Fund | $111M | $250K | 60 |
| Serve Capital Partners Iii, Lp | Private Equity Fund | $106M | $250K | 162 |
| Serve Opportunities Fund Iii, Lp | Private Equity Fund | $89.5M | $0 | 13 |
| Scp V A, Lp | Private Equity Fund | $45.0M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 4.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗