Ser Capital Partners Management, Lp
- Regulatory AUM
- $686M
- Discretionary
- $686M
- Clients
- 13
- Avg AUM / client
- $52.8M
- Accounts
- 13
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $686M | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $562M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ser Capital Partners I, Lp | Private Equity Fund | Delaware | $290M | 54 |
| Ser Perfect Power Solutions Fund I, Lp | Private Equity Fund | Delaware | $58.8M | 5 |
| Ser Efficiency Fund I, Lp | Private Equity Fund | Delaware | $49.1M | 9 |
| Ser Capital Partners I A, Lp | Private Equity Fund | Cayman Islands | $47.5M | 23 |
| Ser Coinvest Partners I B, Lp | Private Equity Fund | Delaware | $40.3M | 1 |
| Ser Environmental Coinvest I, Lp | Private Equity Fund | Delaware | $25.0M | 2 |
| Ser Coinvest Partners I A, Lp | Private Equity Fund | Cayman Islands | $24.0M | 8 |
| Ser Coinvest Partners I, Lp | Private Equity Fund | Delaware | $16.2M | 3 |
| Ser Storage Fund Ii, Lp | Private Equity Fund | Delaware | $8.6M | 6 |
| Ser Perfect Power Coinvest (2022), Lp | Private Equity Fund | Delaware | $2.1M | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Advani, Rahul, Nmn | Managing Partner | Jan 2020 (7y) | ≈ 18.75% – 50% via Ser Capital Partners, Llc | |
| Graziano, Sara, Ganske | Partner | Jan 2020 (7y) | ≈ 18.75% – 50% via Ser Capital Partners, Llc | |
| Smith, Christopher, Lynn | Member | Jan 2020 (7y) | GP / trustee / elected manager of Ser Capital Partners, Llc (indirect) | |
| Wooten, Marvin, Rhem | Operating Partner | Jan 2020 (7y) | Less than 5% | |
| Melman, Gil, Mark | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ser Capital Partners, Llc | General Partner | Mar 2020 | 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):
- Advani, Rahul, Nmn: 25% – 50% of Ser Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Graziano, Sara, Ganske: 25% – 50% of Ser Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% 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 (10, $562M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ser Capital Partners I, Lp | Private Equity Fund | $290M | $250K | 54 |
| Ser Perfect Power Solutions Fund I, Lp | Private Equity Fund | $58.8M | $0 | 5 |
| Ser Efficiency Fund I, Lp | Private Equity Fund | $49.1M | $0 | 9 |
| Ser Capital Partners I A, Lp | Private Equity Fund | $47.5M | $0 | 23 |
| Ser Coinvest Partners I B, Lp | Private Equity Fund | $40.3M | $0 | 1 |
| Ser Environmental Coinvest I, Lp | Private Equity Fund | $25.0M | $0 | 2 |
| Ser Coinvest Partners I A, Lp | Private Equity Fund | $24.0M | $0 | 8 |
| Ser Coinvest Partners I, Lp | Private Equity Fund | $16.2M | $0 | 3 |
| Ser Storage Fund Ii, Lp | Private Equity Fund | $8.6M | $0 | 6 |
| Ser Perfect Power Coinvest (2022), Lp | Private Equity Fund | $2.1M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.73 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
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗