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CRD 307713
REDWOOD CITY, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SER CAPITAL PARTNERS I, LP | Private Equity Fund | $290M | Jun 18, 2024 | 54 | Mar 18, 2021 | reported | 021-386666 |
| SER PERFECT POWER SOLUTIONS FUND I, LP | Private Equity Fund | $58.8M | Jun 18, 2024 | 5 | Aug 13, 2020 | reported | 021-369898 |
| SER EFFICIENCY FUND I, LP | Private Equity Fund | $49.1M | Jun 18, 2024 | 9 | Mar 31, 2022 | reported | 021-409306 |
| SER CAPITAL PARTNERS I-A, LP | Private Equity Fund | $47.5M | Jun 18, 2024 | 23 | Mar 31, 2022 | reported | n/a |
| SER COINVEST PARTNERS I-B, LP | Private Equity Fund | $40.3M | Jun 18, 2024 | 1 | Mar 30, 2023 | reported | n/a |
| SER ENVIRONMENTAL COINVEST I, LP | Private Equity Fund | $25.0M | Jun 18, 2024 | 2 | Mar 28, 2024 | reported | n/a |
| SER COINVEST PARTNERS I-A, LP | Private Equity Fund | $24.0M | Jun 18, 2024 | 8 | Mar 30, 2023 | reported | n/a |
| SER COINVEST PARTNERS I, LP | Private Equity Fund | $16.2M | Jun 18, 2024 | 3 | Mar 30, 2023 | reported | n/a |
| SER STORAGE FUND II, LP | Private Equity Fund | $8.6M | Jun 18, 2024 | 6 | Mar 18, 2021 | reported | 021-376827 |
| SER PERFECT POWER COINVEST (2022), LP | Private Equity Fund | $2.1M | Jun 18, 2024 | 1 | Mar 28, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADVANI, RAHUL, NMN | Member | C | yes | 01/2020 | Jun 29, 2022 | Jun 18, 2024 |
| ADVANI, RAHUL, NMN | MANAGING PARTNER | Na | yes | 01/2020 | Jun 29, 2022 | Jun 18, 2024 |
| GRAZIANO, SARA, GANSKE | Partner | Na | yes | 01/2020 | Jun 29, 2022 | Jun 18, 2024 |
| GRAZIANO, SARA, GANSKE | Member | C | yes | 01/2020 | Jun 29, 2022 | Jun 18, 2024 |
| MELMAN, GIL, MARK | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2022 | Dec 13, 2022 | Jun 18, 2024 |
| SER CAPITAL PARTNERS, LLC | GENERAL PARTNER | E | yes | 03/2020 | Jun 29, 2022 | Jun 18, 2024 |
| SMITH, CHRISTOPHER, LYNN | Member | F | yes | 01/2020 | Jun 29, 2022 | Jun 18, 2024 |
| WOOTEN, MARVIN, RHEM | Member | F | yes | 01/2020 | Jun 29, 2022 | Jun 18, 2024 |
| WOOTEN, MARVIN, RHEM | OPERATING PARTNER | Na | yes | 01/2020 | Jun 29, 2022 | Jun 18, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SER CAPITAL PARTNERS CO-INVEST GP, LP | n/a | n/a | n/a | N | yes | n/a |
| SER CAPITAL PARTNERS GP I, LP | n/a | n/a | n/a | N | yes | n/a |
| SER EFFICIENCY FUND GP I, LP | n/a | n/a | n/a | N | yes | n/a |
| SER STORAGE FUND GP II, LP | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $686M | $686M | 11 | 7 | 1 | 13 | n/a |
| 2024 | Mar 28, 2025 | $677M | $677M | 15 | 10 | 1 | 12 | n/a |
| 2023 | Mar 28, 2024 | $471M | $471M | 8 | 6 | 1 | 10 | $562M |
| 2022 | Mar 30, 2023 | $471M | $471M | 7 | 7 | 1 | 8 | $471M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $686M | $677M | 1.3% | $471M | 13.3% | 11 | 15 | 1 | 1 |