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SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

SAN FRANCISCO, CA · CRD 160292 · IAPD ↗ · 415-310-0391

$5.11BRegulatory AUM
72Advisory reps
95Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2025 — SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. grew from 66 to 75 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. grew from 60 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.