Investment adviser · CRD 281062
WRB SERRA PARTNERS
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
WRB SERRA CAPITAL MANAGEMENT, LLC
TAMPA, FL, United States · Form ADV filed Mar 27, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WRB SERRA PARTNERS FUND I, L.P.Private Equity Fund · Last reported Mar 27, 2026$28.6MGross asset value
Form D fundraising filings
WRB SERRA PARTNERS FUND I, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MAYER HOFFMAN MCCANN P.C.
PCAOB 199
Fund details & source
- Fund ID
- 805-9643564467
- Reported beneficial owners
- 26
- Minimum commitment
- $250K
- Form D file number
- 021-241513
Form ADV 2071641 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WRB SERRA PARTNERS CO-INVESTMENT II, LPPrivate Equity Fund · Last reported Mar 27, 2026$2.22MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7214539079
- Reported beneficial owners
- 7
- Minimum commitment
- $40K
- Form D file number
- 021-241517
Form ADV 2071641 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MEXSOLAR 1 CO-INVESTMENT, LPPrivate Equity Fund · Last reported Mar 27, 2026$1.79MGross asset value
Form D fundraising filings
WRB Serra Partners Co-Investment I Limited Partnership
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8046717356
- Reported beneficial owners
- 8
- Minimum commitment
- $70K
- Form D file number
- 021-241517
Form ADV 2071641 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WRB SERRA PARTNERS CO-INVESTMENT I LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Mar 28, 2025$377KGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1340591452
- Reported beneficial owners
- 12
- Minimum commitment
- $100K
- Form D file number
- 021-241517
Form ADV 1967334 · Mar 28, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
1414 SWANN AVENUE, SUITE 201TAMPA, FL, 33606, United States
CRD 281062
Filing source
Form ADV 2071641 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.