# Serve Capital Partners

> 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.

- CRD: 284027
- Filed as: SERVE CAPITAL PARTNERS
- Legal name: Serve Capital Partners, LLC
- Also doing business as: SERVE MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284027
- AdvisorCensus page: https://advisorcensus.com/firm/serve-capital-partners-austin-tx-284027

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,501,300,000
- Discretionary: $2,501,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $2,501,300,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Richmond, VA

### Websites listed on Form ADV (Item 1.I)
- servecapitalpartners.com
- LinkedIn @servecapitalpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $612,021,407 | 4 | May 21, 2021 |
| October 2022 | $754,596,560 | 7 | June 8, 2022 |
| October 2023 | $1,156,840,571 | 6 | May 23, 2023 |
| October 2024 | $1,616,120,583 | 7 | May 30, 2024 |
| October 2025 | $1,945,220,000 | 8 | May 29, 2025 |
| October 2026 | $2,501,300,000 | 8 | May 28, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Serve Capital Partners (CRD 284027): Form ADV filing data as of October 2026.