SER CAPITAL PARTNERS MANAGEMENT, LP

REDWOOD CITY, California·5 registered advisors·CRD# 307713
SEC# 801-1262641415-873-1011
01

Firm Overview

AUM
$471M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SER CAPITAL PARTNERS MANAGEMENT, LP

5 registered advisors
Christopher Lynn Smith
REDWOOD CITY, California
Gil Mark Melman
REDWOOD CITY, California
Rahul Advani
REDWOOD CITY, California
Rhem Wooten
REDWOOD CITY, California
Sara Ganske Graziano
REDWOOD CITY, California
05

Office Locations

REDWOOD CITY, California
5 advisors

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Data sourced from SEC Form ADV filings. SER CAPITAL PARTNERS MANAGEMENT, LP (CRD# 307713) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.