Servio Capital

Evidence PackPROIndependent

Real EstateNEW YORK, NY, US

AUM

$100M

Ownership

independent

Stakeability

30 / VERY LOW

Priority

Tier

Employees

Servio Capital is an independent real estate investment firm focused on generating value through strategic property acquisitions and development.

SEC RegisteredFund PerformanceBDC ExposureTeam DataILS DealsRegulatory

Coverage

50%

Adaptive profile: standard

Signals present

6/12

SEC / ADVFund Performance(50)BDC Exposure(9)13F Holders(0)Team(30)ILS Deals(3)Regulatory(25)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

30 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

166403

SEC File Number

801-79501

Registration Type

Registered

Filing Date

Mar 31, 2025

Employee Count

N/A

Discretionary AUM

$4.7B

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

N/A

Hedge Funds

Gross Assets (Private)

$4.7B

Source: SEC IAPD