Serve Capital Partners
SEC RegisteredAn investment firm focused on lower middle-market private equity opportunities
About the firm
Serve Capital Partners is an investment firm focused on lower middle-market private equity opportunities. The firm employs its knowledge base and network to source unique deals for investors, pursuing strategies that are often misunderstood or challenging to execute.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
SBIC Funds, Small PE Funds, Holding Companies, and Co-investments focused on lower middle-market private equity opportunities
Who they serve
High-net-worth individuals, family offices, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 14 | $2.5B |
Leadership
Office locations
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Serve Capital Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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