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Private equityFirmbuyoutlower middle market

SER Capital Partners Management, LP

Private Equity

Redwood City, CA

SER Capital Partners

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:8a1857b7-f4c1-4747-bc17-67ceaeca03bb

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 20, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 44
Dated events: 38
On other graphs: 3
Observed: Sep 13, 2026 to Sep 18, 2026
38 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

SER Capital Partners Management, LP

Venture manager · shared crd

Independent Sponsorsidentity

SER Capital Partners Management, LP

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

SER CAPITAL PARTNERS MANAGEMENT, LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 10
PE funds: 10
Vintages: 2021 to 2024
PE GAV, 2024 filing: $562Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $471M
Investments: 8
Active investments: 8
Size band: LOWER MIDDLE MARKETderivedproxy: $0.56bn Private Equity Fund GAV on the Form ADV filed 2024-06-18
Stated sectors: industrials
Latest ADV filing: Jun 18, 2024
Employees (ADV): 8
Website: sercapitalpartners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
SER Environmental Coinvest I, LP	2024	Unknown	Private Equity Fund	n/a	$25.0M
SER Coinvest Partners I-B, LP	2023	Early deployment	Private Equity Fund	n/a	$40.3M
SER Coinvest Partners I, LP	2023	Early deployment	Private Equity Fund	n/a	$16.2M
SER Coinvest Partners I-A, LP	2023	Early deployment	Private Equity Fund	n/a	$24.0M
SER Efficiency Fund I, LP	2022	Early deployment	Private Equity Fund	n/a	$49.1M
SER Capital Partners I-A, LP	2022	Early deployment	Private Equity Fund	n/a	$47.5M
SER Perfect Power Coinvest (2022), LP	2022	Unknown	Private Equity Fund	n/a	$2.1M
SER Storage Fund II, LP	2021	Unknown	Private Equity Fund	n/a	$8.6M
SER Capital Partners I, LP	2021	Active deployment	Private Equity Fund	n/a	$290M
SER Perfect Power Solutions Fund I, LP	n/a	Active deployment	Private Equity Fund	n/a	$58.8M

Investments

Company	State	Role	Control	Invested	Exited	Status
MicroGrid Networks	NY	Add on	control	Feb 19, 2026	n/a	active
Urban Carbon Capture	n/a	platform	control	May 24, 2024	n/a	active
Urban Carbon Capture	n/a	platform	control	May 24, 2024	n/a	active
Charah Solutions	n/a	platform	control	Jul 13, 2023	n/a	active
By SER Capital Partners	n/a	Add on	control	Apr 17, 2023	n/a	active
Brightcore Energy	n/a	platform	control	Aug 10, 2021	n/a	active
Projects	n/a	platform	control	Oct 22, 2020	n/a	active
Palisade Infrastructure	n/a	platform	unknown	n/a	n/a	active

Relationships

Invested in (7)

→ Brightcore EnergyCompanyplatform
Aug 10, 2021 to presentfactNews and newswire
→ ProjectsCompanyplatform
Oct 22, 2020 to presentfactNews and newswire
→ Charah SolutionsCompanyplatform
Jul 13, 2023 to presentfactNews and newswire
→ By SER Capital PartnersCompanyAdd on
Apr 17, 2023 to presentfactNews and newswire
→ MicroGrid NetworksCompanyAdd on
Feb 19, 2026 to presentfactNews and newswire
→ Palisade InfrastructureCompanyplatform
factNews and newswire
→ Urban Carbon CaptureCompanyplatform
May 24, 2024 to presentfactNews and newswire

Employs (20)

→ Rhem WootenPersonMember
Jan 1, 2020 to presentfactForm ADV, News and newswire, The subject's own site
→ Rahul AdvaniPersonManaging Partner
factNews and newswire
→ Sara GrazianoPersonPartner
factNews and newswire
→ Scott HelmPersonSenior Advisor
factThe subject's own site
→ Silda Wall SpitzerPersonAdvisor
factThe subject's own site
→ Nicholas ChambersPersonVice President
factThe subject's own site
→ Creating ValuePersonMap of prior investment activities in the U.S.
factThe subject's own site
→ Rahul AdvaniPersonMember
Jan 1, 2020 to presentfactForm ADV, The subject's own site
→ Ha NguyenPersonCFO & CCO
factThe subject's own site
→ Jim DixonPersonPortfolio Board Member & Strategic Advisor
factThe subject's own site
→ Nick ChaubeyPersonVice President
factThe subject's own site
→ Addison HelmPersonVice President
factThe subject's own site
→ Isabella WuPersonAssociate
factThe subject's own site
→ Jack HollandPersonAssociate
factThe subject's own site
→ Marina ShenderovichPersonController
factThe subject's own site
→ Tracy MoebesPersonChief of Staff
factThe subject's own site
→ Steve HermanPersonAdvisor
factThe subject's own site
→ GIL MelmanPersonChief Compliance Officer
Aug 1, 2022 to presentfactForm ADV
→ Christopher Lynn SmithPersonMember
Jan 1, 2020 to presentfactForm ADV
→ Sara Ganske GrazianoPersonMember
Jan 1, 2020 to presentfactForm ADV

Manages (10)

→ SER Capital Partners I, LPFundPrivate Equity Fund
Mar 18, 2021 to presentfactForm ADV, News and newswire
→ SER Storage Fund II, LPFundPrivate Equity Fund
Mar 18, 2021 to presentfactForm ADV
→ SER Capital Partners I-A, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ SER Efficiency Fund I, LPFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ SER Coinvest Partners I-B, LPFundPrivate Equity Fund
Mar 30, 2023 to presentfactForm ADV
→ SER Coinvest Partners I, LPFundPrivate Equity Fund
Mar 30, 2023 to presentfactForm ADV
→ SER Coinvest Partners I-A, LPFundPrivate Equity Fund
Mar 30, 2023 to presentfactForm ADV
→ SER Environmental Coinvest I, LPFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ SER Perfect Power Coinvest (2022), LPFundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ SER Perfect Power Solutions Fund I, LPFundPrivate Equity Fund
Aug 13, 2020 to presentfactForm ADV

Owns (1)

← SER Capital Partners, LLCFirmGeneral Partner
Mar 1, 2020 to presentfactForm ADV

Dated events

11 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 30, 2026
Firm news
FIC Acquires Perfect Power, a U.S. Power Platform, from SER Capital Partners
The subject's own siteobserved 4 days ago
Occurred
Feb 19, 2026
Firm news
MicroGrid Networks Closes on Strategic Investment from Palisade Infrastructure to Install Battery Energy Storage Systems for Reliable Electricity in New York City
The subject's own siteobserved 4 days ago
Occurred
Feb 19, 2026
Transaction announced
MicroGrid Networks Closes on Strategic Investment from Palisade Infrastructure to Install Battery Energy Storage Systems for Reliable Electricity in New York City
News and newswireobserved 3 days ago
Occurred
Jul 28, 2025
Firm news
SER Bolsters Commitment to Sustainability with Strategic Acquisitions in E-Waste Recycling and ITAD; Appoints Brian Diesselhorst as CEO of Paladin EnviroTech
The subject's own siteobserved 4 days ago
Occurred
May 24, 2024
Firm news
SER Invests in Urban Carbon Capture in Partnership with Daroga Power
The subject's own siteobserved 4 days ago
Occurred
May 24, 2024
Platform investment
SER Invests in Urban Carbon Capture in Partnership with Daroga Power
Urban Carbon Capture News and newswireobserved 3 days ago
Occurred
May 24, 2024
Platform investment
SER Invests in Urban Carbon Capture in Partnership with Daroga Power
Urban Carbon Capture News and newswireobserved 3 days ago
Occurred
May 24, 2024
Transaction announced
SER Invests in Urban Carbon Capture in Partnership with Daroga Power
News and newswireobserved 3 days ago
Occurred
May 24, 2024
Transaction announced
SER Invests in Urban Carbon Capture in Partnership with Daroga Power
News and newswireobserved 3 days ago
Occurred
Jan 23, 2024
Firm news
SER Capital Partners Secures Strategic Investment from Capricorn Investment Group
The subject's own siteobserved 4 days ago
Occurred
Jul 13, 2023
Platform investment
SER Capital Partners Completes Acquisition of Charah Solutions
Charah Solutions News and newswireobserved 2 days ago
Occurred
Jul 13, 2023
Firm news
SER Capital Partners Completes Acquisition of Charah Solutions
The subject's own siteobserved 4 days ago
Occurred
Jul 13, 2023
Transaction announced
SER Capital Partners Completes Acquisition of Charah Solutions
News and newswireobserved 2 days ago
Occurred
Apr 17, 2023
Firm news
Charah Solutions, Inc. Enters Definitive Agreement To Be Acquired By SER Capital Partners
The subject's own siteobserved 4 days ago
Occurred
Apr 17, 2023
Transaction announced
Charah Solutions, Inc. Enters Definitive Agreement To Be Acquired By SER Capital Partners
News and newswireobserved 2 days ago
Occurred
Sep 12, 2022
Firm news
SER Capital Partners Closes Debut Fund, Raises $475 Million
The subject's own siteobserved 4 days ago
Occurred
Sep 12, 2022
Fund raised
SER Capital Partners Closes Debut Fund, Raises $475 Million
News and newswireobserved 2 days ago
$475M
Occurred
Aug 1, 2022
Person joined
GIL Melman joined Schedule A of SER Capital Partners Management, LP as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Mar 14, 2022
Firm news
SER Capital Partners Agrees to Exit Texas Portfolio Business
The subject's own siteobserved 4 days ago
Occurred
Aug 10, 2021
Platform investment
SER Capital Partners Closes on Significant Equity Investment in Brightcore Energy
Brightcore Energy News and newswireobserved 2 days ago
Occurred
Aug 10, 2021
Firm news
SER Capital Partners Closes on Significant Equity Investment in Brightcore Energy
The subject's own siteobserved 4 days ago
Occurred
Aug 10, 2021
Transaction announced
SER Capital Partners Closes on Significant Equity Investment in Brightcore Energy
News and newswireobserved 2 days ago
Occurred
Oct 22, 2020
Platform investment
SER Capital Partners Acquires Projects to Install Battery Storage in Texas
Projects News and newswireobserved 2 days ago
Occurred
Oct 22, 2020
Firm news
SER Capital Partners Acquires Projects to Install Battery Storage in Texas
The subject's own siteobserved 4 days ago
Occurred
Oct 22, 2020
Transaction announced
SER Capital Partners Acquires Projects to Install Battery Storage in Texas
News and newswireobserved 2 days ago
Occurred
Aug 13, 2020
Adviser first adv filing
SER Capital Partners Management, LP first filed Form ADV in the extract (ERA)
Form ADVobserved 6 days ago
Occurred
Aug 6, 2020
Firm news
SER Capital Partners Closes & Commits Fund to Battery Storage Assets Across New York City
The subject's own siteobserved 4 days ago

Show 11 bookkeeping events

Occurred
Mar 31, 2026
SER Capital Partners Management, LP: Private Equity Funds on Form ADV 10 (2024 extract) -> 13 (roster 2026-09-01)
Occurred
Mar 28, 2024
SER Perfect Power Coinvest (2022), LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $2,128,355
Occurred
Mar 28, 2024
SER Environmental Coinvest I, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $24,992,088
Occurred
Mar 30, 2023
SER Coinvest Partners I-A, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $17,920,507
Occurred
Mar 30, 2023
SER Coinvest Partners I-B, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $40,000,000
Occurred
Mar 30, 2023
SER Coinvest Partners I, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $12,079,493
Occurred
Mar 31, 2022
SER Efficiency Fund I, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $40,874,122
Occurred
Mar 31, 2022
SER Capital Partners I-A, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $11,293,691
Occurred
Mar 18, 2021
SER Storage Fund II, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $26,442,075
Occurred
Mar 18, 2021
SER Capital Partners I, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $23,500,000
Occurred
Aug 13, 2020
SER Perfect Power Solutions Fund I, LP first reported on Form ADV by SER Capital Partners Management, LP (Private Equity Fund), GAV $40,850,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Rhem Wooten (Member), Rahul Advani (Managing Partner and CEO), Sara Graziano (Partner), Scott Helm (Senior Advisor), Silda Wall Spitzer (Advisor), Nicholas Chambers (Vice President), Creating Value (Map of prior investment activities in the U.S.), Rahul Advani (Member), Ha Nguyen (CFO & CCO), Jim Dixon (Portfolio Board Member & Strategic Advisor), Nick Chaubey (Vice President), Addison Helm (Vice President).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:8a1857b7-f4c1-4747-bc17-67ceaeca03bb
First observed: Sep 13, 2026
Last observed: Sep 18, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SER Capital Partners Management, LP

Private Equity

Redwood City, CA

SER Capital Partners

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:8a1857b7-f4c1-4747-bc17-67ceaeca03bb

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

SER Environmental Coinvest I, LP

2024

Unknown

Private Equity Fund

n/a

$25.0M

SER Coinvest Partners I-B, LP

2023

Early deployment

Private Equity Fund

n/a

$40.3M

SER Coinvest Partners I, LP

2023

Early deployment

Private Equity Fund

n/a

$16.2M

SER Coinvest Partners I-A, LP

2023

Early deployment

Private Equity Fund

n/a

$24.0M

SER Efficiency Fund I, LP

2022

Early deployment

Private Equity Fund

n/a

$49.1M

SER Capital Partners I-A, LP

2022

Early deployment

Private Equity Fund

n/a

$47.5M

SER Perfect Power Coinvest (2022), LP

2022

Unknown

Private Equity Fund

n/a

$2.1M

SER Storage Fund II, LP

2021

Unknown

Private Equity Fund

n/a

$8.6M

SER Capital Partners I, LP

2021

Active deployment

Private Equity Fund

n/a

$290M

SER Perfect Power Solutions Fund I, LP

n/a

Active deployment

Private Equity Fund

n/a

$58.8M

Company

State

Role

Control

Invested

Exited

Status

MicroGrid Networks

Add on

control

Feb 19, 2026

n/a

active

Urban Carbon Capture

n/a

platform

control

May 24, 2024

n/a

active

Urban Carbon Capture

n/a

platform

control

May 24, 2024

n/a

active

Charah Solutions

n/a

platform

control

Jul 13, 2023

n/a

active

By SER Capital Partners

n/a

Add on

control

Apr 17, 2023

n/a

active

Brightcore Energy

n/a

platform

control

Aug 10, 2021

n/a

active

Projects

n/a

platform

control

Oct 22, 2020

n/a

active

Palisade Infrastructure

n/a

platform

unknown

n/a

active