Form D · Private Equity Fund

SER Capital Partners I, LP

Belmont, CA · CIK 0001840503

Offering snapshot reported Jan 19, 2021 · SEC filing

Reported sold: $23.5M
Investors reported: 2
Minimum accepted: $0
First sale: Dec 31, 2020

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 19, 2021	Initial	$23,500,000	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-386666

Source: Form D, filed Jan 19, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SER CAPITAL PARTNERS I, LP

Investment adviser: SER CAPITAL PARTNERS MANAGEMENT, LP

Gross asset value: $257M
Beneficial owners: 54
ADV minimum commitment: $250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT US, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP SAN FRANCISCO, California, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK N.A. COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Filing source

Form ADV 2084618 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9652149467

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Rahul Advani	Executive
Sara Graziano	Executive
Ser Capital Partners Gp I, Lp	Promoter
Christopher Smith	Executive
Marvin R. Wooten Jr.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1301 Shoreway Road Suite 180
Belmont, CA, 94002