DBA: SERVE CAPITAL PARTNERS
| Total AUM | $2.50B |
| Discretionary | $2.50B100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $178.7M |
| Employees | 8 |
| Peak AUM | $2.50BMay 2026 |
| AUM CAGR | +40.3% /yrover 7 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +28.6% | +29.3% | +32.5% | |
| Discretionary AUM | |||||
| Total AUM | $2.50B |
| Discretionary | $2.50B |
| Employees | 8 |
| Client Accounts | 14 |
Address
1221 S MOPAC EXPY
AUSTIN TX 78746-6819
Phone
512-505-4153
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$2.5B
| $2.5B |
| +28.6% |
| +29.3% |
| +32.5% |
| Total Accounts | 14 | +27.3% | +20.5% | +28.5% |
| Avg Account Size | $179M | +1.0% | +7.3% | +3.1% |
| Employees | 8 | 0.0% | +10.1% | +14.9% |
| AUM / Employee | $313M | +28.6% | +17.5% | +15.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.5B | +28.6% | +29.3% | +32.5% | |
Client Count Segments | |||||
| Pooled / Fund | 14 | +27.3% | +20.5% | +28.5% | |