SERVE CAPITAL PARTNERS, LLC
Legal name: SERVE CAPITAL PARTNERS
CRD #284027 SEC #801-117466 AUSTIN, TX 512-505-4153
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.9B
Employees
8
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.9B | $1.9B | $0 | 8 | 0 |
| Mar 2025 | $1.8B | $1.8B | $0 | 8 | 0 |
| May 2024 | $1.6B | $1.6B | $0 | 7 | 0 |
| Feb 2024 | $1.5B | $1.5B | $0 | 7 | 0 |
| May 2023 | $1.2B | $1.2B | $0 | 6 | 0 |
| Apr 2023 | $1.1B | $1.1B | $0 | 6 | 0 |
| Feb 2023 | $1.1B | $1.1B | $0 | 6 | 0 |
| Jun 2022 | $754.6M | $754.6M | $0 | 7 | 1 |
| Mar 2022 | $717.8M | $717.8M | $0 | 7 | 1 |
| Dec 2021 | $612M | $612M | $0 | 4 | 1 |
| May 2021 | $612M | $612M | $0 | 4 | 1 |
| Mar 2021 | $578.1M | $578.1M | $0 | 4 | 1 |
| May 2020 | $252.3M | $252.3M | $0 | 3 | 1 |
| Mar 2020 | $229.7M | $229.7M | $0 | 3 | 1 |
| Jan 2020 | $202.8M | $202.8M | $0 | 2 | 0 |
| Oct 2019 | $202.8M | $202.8M | $0 | 2 | 0 |
| Sep 2019 | $202.8M | $202.8M | $0 | 2 | 0 |
DateMay 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees8
Clients0
DateMay 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$717.8M
Discretionary$717.8M
Non-Disc.$0
Employees7
Clients1
DateDec 2021
Total AUM$612M
Discretionary$612M
Non-Disc.$0
Employees4
Clients1
DateMay 2021
Total AUM$612M
Discretionary$612M
Non-Disc.$0
Employees4
Clients1
DateMar 2021
Total AUM$578.1M
Discretionary$578.1M
Non-Disc.$0
Employees4
Clients1
DateMay 2020
Total AUM$252.3M
Discretionary$252.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2020
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees3
Clients1
DateJan 2020
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees2
Clients0