RIA Intelligence

SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

CRD #160292 SEC #801-73183 SAN FRANCISCO, CA 415-310-0391
SEC Registered Private Funds
Total AUM
$5.2B
Discretionary
$5.2B
Employees
91
Clients
--
Accounts
11

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 14, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ABBOTT, AMY, HUFFTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
CASELLI, JOHN, ALEXANDERIPARTNERNA Control
CASELLI, JOHN, ALEXANDERIPARTNERNA Control
CASELLI, JOHN, ALEXANDERIPARTNERNA Control
FENTON, LANCE, WIPARTNERNA
FENTON, LANCE, WILLIAMIPARTNERNA
FENTON, LANCE, WILLIAMIPARTNERNA
FENTON, LANCE, WILLIAMIPARTNERNA
FENTON, LANCE, WILLIAMIPARTNERNA
FENTON, LANCE, WILLIAMIPARTNERNA Control
FENTON, LANCE, WILLIAMIPARTNERNA
FENTON, LANCE, WILLIAMIPARTNERNA Control
FENTON, LANCE, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
HOPEN, DEXTER, CLARENCE JOHNIPARTNERNA Control
HOPEN, DEXTER, CLARENCE JOHNIPARTNERNA Control
HOPEN, DEXTER, CLARENCE JOHNIPARTNERNA Control
KAPLAN, OLGA, LOZOVSKAYAICHIEF OPERATING OFFICERNA Control
KAPLAN, OLGA, LOZOVSKAYAICHIEF OPERATING OFFICERNA Control
KAPLAN, OLGA, LOZOVSKAYAICHIEF OPERATING OFFICERNA Control
ONDREY, DARREN, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
ONDREY, DARREN, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
ONDREY, DARREN, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
ONDREY, DARREN, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
ONDREY, DARREN, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
ONDREY, DARREN, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SHANG, MARK, TSUN-LIENICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING PARTNER/OWNERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
FRICK, KEVIN, ALANIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING PARTNER/OWNERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
KENNEDY, DAVID, PAULIMANAGING MEMBERD Control
FENTON, LANCE, WILLIAMIPARTNERC Control
FENTON, LANCE, WILLIAMIPARTNERC Control
FRICK, KEVIN, ALANIPARTNERC Control
FRICK, KEVIN, ALANIPARTNERC Control
FENTON, LANCE, WILLIAMIPARTNERB Control
FENTON, LANCE, WILLIAMIPARTNERB Control
FENTON, LANCE, WILLIAMIPARTNERB Control
FENTON, LANCE, WILLIAMIPARTNERB Control
FRICK, KEVIN, ALANIPARTNERB Control
FRICK, KEVIN, ALANIPARTNERB Control
FRICK, KEVIN, ALANIPARTNERB Control
FRICK, KEVIN, ALANIPARTNERB Control
KADAKIA, PRITAL, SAILESHIPARTNERB Control
KADAKIA, PRITAL, SAILESHIPARTNERB Control
KADAKIA, PRITAL, SAILESHIPARTNERB Control
KADAKIA, PRITAL, SAILESHIPARTNERB Control
KADAKIA, PRITAL, SAILESHIPARTNERB Control
KADAKIA, PRITAL, SAILESHIPARTNERB Control
KENNEDY, DAVID, PAULIPARTNERB Control
KENNEDY, DAVID, PAULIPARTNERB Control
LYNN, STEWART, PHILIPIPARTNERB Control
LYNN, STEWART, PHILIPIPARTNERB Control
LYNN, STEWART, PHILIPIPARTNERB Control
LYNN, STEWART, PHILIPIPARTNERB Control
LYNN, STEWART, PHILIPIPARTNERB Control
LYNN, STEWART, PHILIPIPARTNERB Control
KENNEDY, DAVID, PAULIPARTNERA Control
KENNEDY, DAVID, PAULIPARTNERA Control
KENNEDY, DAVID, PAULIPARTNERA Control
KENNEDY, DAVID, PAULIPARTNERA Control

Registrations

Federal

IA
Nov 14, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

555 MISSION STREET
SUITE 3200
SAN FRANCISCO, CA 94105
United States
Phone: 415-310-0391