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Chief Operating Officer and Chief Compliance Officer · Serve Capital Partners

Lara D. McKinney

CRD 7195070 · Named on Form ADV at one SEC-registered adviser

At a glance

Serve Capital Partners, an SEC-registered private fund adviser based in Austin, TX with $2.5 billion in regulatory assets, lists Lara D. McKinney on its Form ADV as Chief Operating Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Serve Capital PartnersChief Operating Officer and Chief Compliance OfficerPrivate fund adviser · Austin, TX · $2.5B in regulatory assets

AtlasMembers

Lara’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.