AdvisorCensus / Financial advisors / Texas / Austin / Serve Capital Partners
Serve Capital Partners
Filed as SERVE CAPITAL PARTNERS · Legal name Serve Capital Partners, LLC
Serve Capital Partners is an SEC-registered investment advisory firm in Austin, TX, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.
Quick answers
From the filingHow is Serve Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Serve Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Serve Capital Partners located?
Serve Capital Partners' principal office is in Austin, TX, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Serve Capital Partners registered with the SEC or a state?
Serve Capital Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 284027.
How much does Serve Capital Partners manage?
Serve Capital Partners reports $2,501,300,000 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).
How have Serve Capital Partners' assets and staff changed since 2021?
In the Form ADV data for Serve Capital Partners: Regulatory assets under management: $612,021,407 in the October 2021 data and $2,501,300,000 in the October 2026 data, up 309%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Serve Capital Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).
Does Serve Capital Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284027
What changed in Serve Capital Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,945,220,000 to $2,461,820,000 (+27%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 4, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$2,501,300,000 as of October 2026, filing dated May 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Serve Capital Partners, LLC
- Also doing business as
- SERVE MANAGEMENT, LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (6 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,501,300,000 | 8 | May 28, 2026 |
| October 2025 | $1,945,220,000 | 8 | May 29, 2025 |
| October 2024 | $1,616,120,583 | 7 | May 30, 2024 |
| October 2023 | $1,156,840,571 | 6 | May 23, 2023 |
| October 2022 | $754,596,560 | 7 | June 8, 2022 |
| October 2021 | $612,021,407 | 4 | May 21, 2021 |
Regulatory assets under management: $612,021,407 in the October 2021 data and $2,501,300,000 in the October 2026 data, up 309%.
Total employees: 4 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,945,220,000 to $2,461,820,000 (+27%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Serve Capital Partners (CRD 284027): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/serve-capital-partners-austin-tx-284027