Serent Capital Management Company, L.L.C.
San Francisco, CA·SEC-registered · CRD #160292
Serent Capital Management Company, L.L.C. is an SEC-registered investment advisory firm in San Francisco, CA managing $5.1B across 13 client accounts, with 72 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.1B
Client accounts
13
Advisory staff
72
Fee model
Fee-only
How Serent Capital Management Company, L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.
See how Serent compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Serent Capital Management Company, L.L.C.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Serent Capital Management Company, L.L.C.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Serent Capital Management Company, L.L.C.
How much does Serent Capital Management Company, L.L.C. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Serent Capital Management Company, L.L.C. reports $5.1B in regulatory assets under management across roughly 13 client accounts.
How does Serent Capital Management Company, L.L.C. charge?
Serent Capital Management Company, L.L.C. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Serent Capital Management Company, L.L.C. a fiduciary?
Yes. Serent Capital Management Company, L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #160292), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Serent Capital Management Company, L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Serent Capital Management Company, L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Francisco, CA
Profile compiled from Serent Capital Management Company, L.L.C.'s public SEC Form ADV filing (CRD #160292, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Serent Capital Management Company, L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Serent Capital Management Company, L.L.C.? Claim this profile.