PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:39 AM ET

Sponsor Check › Sponsor group

S

Ser

One sponsor team, 9 deal companies · Belmont, CA

Grouped because: 4 shared people, 1 shared management entity, same business address (4 issuers), similar issuer names (4) · 4 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

9deal companies
$257.8Mreported sold
33investors
12Form D filings
2020–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Apr 9, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:14 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Ser is a sponsor group of 9 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 12 Form D filings between Jun 2020 and Apr 2026.

What this means One team, 9 deal companies, about 6 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $257.8M to 33 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (9). Issuers are based in CA (9).

What this means $257.8M raised across the group, about $7.81M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Marvin R. Wooten (9 issuers, executive officer and promoter), Rahul Advani (9 issuers, executive officer and promoter), Sara Graziano (8 issuers, executive officer and promoter), Christopher Smith (4 issuers, executive officer), SER Capital Partners, LLC (2 issuers, executive officer and promoter, entity) and 4 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Apr 9, 2026.

What this means still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 12 public filings for Ser and found 12 differences, 4 worth asking the sponsor about: 17 other issuers file from the same address; Sara Graziano is no longer listed on the Nov 10, 2025 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Ser has not run yet — it is joining a line of 58,352 names; searches run around the clock at the hosts' allowed rate. Searched so far: 655 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found so far — 9 of 9 issuers searched (federal courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched.. Searched so far: 9 of 9 issuers in this group; 0 still to be searched. Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Ser..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found so far — 9 of 9 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only).. Searched so far: 9 of 9 issuers in this group; 0 still to be searched. Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

12 differences found between the filings for Ser — 4 worth asking about (compared 12 filings on Oct 24, 2026)

Worth asking · Jun 29, 2020 – Aug 9, 2021

17 other issuers file from the same address — 4 member issuers (SER Perfect Power Solutions Fund I, LP; SER Storage Fund II, LP; SER Capital Partners I, LP; …)

The address on file, 1301 Shoreway Road, Suite 180, Belmont, CA, is used by 21 issuers in our index across 3 sponsor groups; 17 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

SER Perfect Power Solutions Fund I, LP — PartnerFacts page ↗SER Storage Fund II, LP — PartnerFacts page ↗SER Capital Partners I, LP — PartnerFacts page ↗EDGAR filer page · SER Perfect Power Solutions Fund I, LP ↗
Sources
Note · Dec 31, 2020 – Jan 19, 2021

Form D filed 19 days after the first sale — SER Capital Partners I, LP

The filing says the first sale was Dec 31, 2020. The Form D was filed Jan 19, 2021 — 19 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 4 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jan 19, 2021 ↗SER Capital Partners I, LP — PartnerFacts page ↗
Sources
Note · Sep 15, 2020 – Oct 1, 2020

Form D filed 16 days after the first sale — SER Storage Fund II, LP

The filing says the first sale was Sep 15, 2020. The Form D was filed Oct 1, 2020 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 1, 2020 ↗SER Storage Fund II, LP — PartnerFacts page ↗
Sources
Note · Jun 15, 2020 – Aug 9, 2021

4 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — SER Efficiency Fund I, LP (latest filing Aug 9, 2021) · No amendment in the last 12 months on an offering that may still be open — SER Capital Partners I, LP (latest filing Jan 19, 2021) · No amendment in the last 12 months on an offering that may still be open — SER Storage Fund II, LP (latest filing Oct 1, 2020) · No amendment in the last 12 months on an offering that may still be open — SER Perfect Power Solutions Fund I, LP (latest filing Jun 29, 2020)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Aug 9, 2021 ↗SER Efficiency Fund I, LP — PartnerFacts page ↗Form D · Jan 19, 2021 ↗SER Capital Partners I, LP — PartnerFacts page ↗
Sources
Worth asking · Nov 6, 2024 – Nov 10, 2025

Sara Graziano is no longer listed on the Nov 10, 2025 amendment — SER CAPITAL PARTNERS II-A, LP

Sara Graziano appears on the Nov 6, 2024 Form D (executive officer, promoter) but not on the Nov 10, 2025 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Nov 6, 2024 ↗Form D/A · Nov 10, 2025 ↗Sara Graziano — PartnerFacts page ↗SER CAPITAL PARTNERS II-A, LP — PartnerFacts page ↗
Sources
Worth asking · Nov 6, 2024 – Nov 10, 2025

Sara Graziano is no longer listed on the Nov 10, 2025 amendment — SER CAPITAL PARTNERS II-B, LP

Sara Graziano appears on the Nov 6, 2024 Form D (executive officer, promoter) but not on the Nov 10, 2025 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Nov 6, 2024 ↗Form D/A · Nov 10, 2025 ↗Sara Graziano — PartnerFacts page ↗SER CAPITAL PARTNERS II-B, LP — PartnerFacts page ↗
Sources
Worth asking · Nov 6, 2024 – Nov 10, 2025

Sara Graziano is no longer listed on the Nov 10, 2025 amendment — SER CAPITAL PARTNERS II-C, LP

Sara Graziano appears on the Nov 6, 2024 Form D (executive officer, promoter) but not on the Nov 10, 2025 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Nov 6, 2024 ↗Form D/A · Nov 10, 2025 ↗Sara Graziano — PartnerFacts page ↗SER CAPITAL PARTNERS II-C, LP — PartnerFacts page ↗
Sources
Note · Nov 6, 2024 – Nov 10, 2025

Marvin R. Wooten's role changed at SER CAPITAL PARTNERS II-A, LP: executive officer → executive officer, promoter

The Nov 6, 2024 filing lists Marvin R. Wooten as executive officer; the Nov 10, 2025 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Nov 6, 2024 ↗Form D/A · Nov 10, 2025 ↗Marvin R. Wooten — PartnerFacts page ↗SER CAPITAL PARTNERS II-A, LP — PartnerFacts page ↗
Sources
Note · Nov 6, 2024 – Nov 10, 2025

Marvin R. Wooten's role changed at SER CAPITAL PARTNERS II-B, LP: executive officer → executive officer, promoter

The Nov 6, 2024 filing lists Marvin R. Wooten as executive officer; the Nov 10, 2025 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Nov 6, 2024 ↗Form D/A · Nov 10, 2025 ↗Marvin R. Wooten — PartnerFacts page ↗SER CAPITAL PARTNERS II-B, LP — PartnerFacts page ↗
Sources
Note · Nov 6, 2024 – Nov 10, 2025

Marvin R. Wooten's role changed at SER CAPITAL PARTNERS II-C, LP: executive officer → executive officer, promoter

The Nov 6, 2024 filing lists Marvin R. Wooten as executive officer; the Nov 10, 2025 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Nov 6, 2024 ↗Form D/A · Nov 10, 2025 ↗Marvin R. Wooten — PartnerFacts page ↗SER CAPITAL PARTNERS II-C, LP — PartnerFacts page ↗
Sources
Note · Jun 29, 2020 – Nov 6, 2024

Marvin R. Wooten is written 4 different ways on the filings

listed as "Marvin R. Wooten Jr." on 2 filings (from Jun 29, 2020), and "Marvin Rhem Wooten Jr." on the Oct 1, 2020 filing, and "Marvin Wooten Jr." on the Aug 9, 2021 filing, and "Marvin R. Wooten" on 8 filings (from Nov 6, 2024).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jun 29, 2020 ↗Form D · Oct 1, 2020 ↗Form D · Aug 9, 2021 ↗Form D · Nov 6, 2024 ↗
Sources
Note · May 30, 2025 – Apr 9, 2026

5 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — SER Recycling & Recovery Co-Invest II, LP · Address on file is a registered agent / shared office — SER CAPITAL PARTNERS II-A, LP · Address on file is a registered agent / shared office — SER CAPITAL PARTNERS II-B, LP · Address on file is a registered agent / shared office — SER CAPITAL PARTNERS II-C, LP · Address on file is a registered agent / shared office — SER CO-INVEST PARTNERS II-C, LP

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Apr 9, 2026 ↗SER Recycling & Recovery Co-Invest II, LP — PartnerFacts page ↗Form D/A · Nov 10, 2025 ↗SER CAPITAL PARTNERS II-A, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 9 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 9, 2026 D
SER Recycling & Recovery Co-Invest II, LP
File 021-579746
$0$0$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 10, 2025 D/A
SER CAPITAL PARTNERS II-C, LP
File 021-528815
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
Access Equity Management Limited BrokerCheck CRD 281964 ↗
via TAG Advisers Limited

Rede Partners (Americas) LLC BrokerCheck CRD 299631 ↗		EDGAR ↗
Nov 10, 2025 D/A
SER CAPITAL PARTNERS II-B, LP
File 021-528817
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
Access Equity Management Limited BrokerCheck CRD 281964 ↗
via TAG Advisers Limited

Rede Partners (Americas) LLC BrokerCheck CRD 299631 ↗		EDGAR ↗
Nov 10, 2025 D/A
SER CAPITAL PARTNERS II-A, LP
File 021-528818
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
Access Equity Management Limited BrokerCheck CRD 281964 ↗
via TAG Advisers Limited

Rede Partners (Americas) LLC BrokerCheck CRD 299631 ↗		EDGAR ↗
May 30, 2025 D
SER CO-INVEST PARTNERS II-C, LP
File 021-547648
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
ACCESS EQUITY MANAGEMENT LIMITED BrokerCheck CRD 281964 ↗
via TAG ADVISERS LIMITED
EDGAR ↗
Aug 9, 2021 D
SER Efficiency Fund I, LP
File 021-409306
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 19, 2021 D
SER Capital Partners I, LP
File 021-386666
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 1, 2020 D
SER Storage Fund II, LP
File 021-376827
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 29, 2020 D
SER Perfect Power Solutions Fund I, LP
File 021-369898
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 9 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Ser in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗SP SER Perfect Power Solutions Fund I, LPshared people, shared management entity, same business address, director listed on many unrelated issuers (not used to group)BELMONT, CAPooled Investment Fund1$40,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗SS SER Storage Fund II, LPshared people, shared management entity, same business address, director listed on many unrelated issuers (not used to group)BELMONT, CAPooled Investment Fund1$26,520,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗SC SER Capital Partners I, LPshared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)BELMONT, CAPooled Investment Fund1$23,500,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SE SER Efficiency Fund I, LPshared people, same business address, director listed on many unrelated issuers (not used to group)BELMONT, CAPooled Investment Fund1$40,890,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗SC SER CAPITAL PARTNERS II-C, LPshared people, similar issuer namesREDWOOD CITY, CAPooled Investment Fund2$9,806,427
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗SC SER CAPITAL PARTNERS II-B, LPshared people, similar issuer namesREDWOOD CITY, CAPooled Investment Fund2$8,505,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗SC SER CAPITAL PARTNERS II-A, LPshared people, similar issuer namesREDWOOD CITY, CAPooled Investment Fund2$78,850,000
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2025
EDGAR ↗SC SER CO-INVEST PARTNERS II-C, LPshared peopleREDWOOD CITY, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗SR SER Recycling & Recovery Co-Invest II, LPshared peopleREDWOOD CITY, CAPooled Investment Fund1$29,700,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Apr 9, 2026SER Recycling & Recovery Co-Invest II, LPDPooled Investment FundIndefinite$29,700,000
EDGAR ↗Nov 10, 2025SER CAPITAL PARTNERS II-A, LPD/APooled Investment FundIndefinite$78,850,000
EDGAR ↗Nov 10, 2025SER CAPITAL PARTNERS II-B, LPD/APooled Investment FundIndefinite$8,505,000
EDGAR ↗Nov 10, 2025SER CAPITAL PARTNERS II-C, LPD/APooled Investment FundIndefinite$9,806,427
EDGAR ↗May 30, 2025SER CO-INVEST PARTNERS II-C, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 6, 2024SER CAPITAL PARTNERS II-A, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 6, 2024SER CAPITAL PARTNERS II-B, LPDPooled Investment FundIndefinite$0
EDGAR ↗Nov 6, 2024SER CAPITAL PARTNERS II-C, LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 9, 2021SER Efficiency Fund I, LPDPooled Investment FundIndefinite$40,890,000
EDGAR ↗Jan 19, 2021SER Capital Partners I, LPDPooled Investment FundIndefinite$23,500,000
EDGAR ↗Oct 1, 2020SER Storage Fund II, LPDPooled Investment FundIndefinite$26,520,000
EDGAR ↗Jun 29, 2020SER Perfect Power Solutions Fund I, LPDPooled Investment FundIndefinite$40,000,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Apr 9, 2026. Industry history, as reported on each offering's latest filing: All 9 offerings reported: Pooled Investment Fund (2020–2026).

People across the group

NameRolesIssuers hereFirst → last listed
RA Rahul AdvaniExecutive Officer, Promoter9Jun 29, 2020 → Apr 9, 2026
MW Marvin R. WootenExecutive Officer, Promoter9Jun 29, 2020 → Apr 9, 2026
SG Sara GrazianoExecutive Officer, Promoter8Jun 29, 2020 → May 30, 2025
CS Christopher SmithExecutive Officer4Jun 29, 2020 → Aug 9, 2021
SC SER Capital Partners, LLC entityExecutive Officer, Promoter2Jun 29, 2020 → Oct 1, 2020
SE SER Efficiency Fund GP I, LP entityPromoter1Aug 9, 2021 → Aug 9, 2021
SC SER Capital Partners GP I, LP entityPromoter1Jan 19, 2021 → Jan 19, 2021
SS SER Storage Fund GP II, LP entityExecutive Officer1Oct 1, 2020 → Oct 1, 2020
SC SER Capital Partners Co-Invest GP, LP entityExecutive Officer1Jun 29, 2020 → Jun 29, 2020

Business registration (state registry / Secretary of State)

None of the 9 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Ser.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Ser as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Ser's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #54,534 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: BELMONT), CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗