SARMAYA PARTNERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$33M
Discretionary
$33M
100% of AUM
Avg account
$33M
Accounts
1
Employees
6
Advisory reps
3

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
330100
Registered since
January 21, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Sarmaya Partners, LLC is an SEC-registered investment adviser organized as a limited liability company that focuses on institutional mandates, specifically providing portfolio management for investment companies. The firm charges fees as a percentage of assets under management and operates as an owner-controlled adviser (owner type: individual). Sarmaya is not classified as a capital allocator, does not position itself as an active ESG investor, and is not registered as a multi-state adviser. Its regulatory registration year is 2025, and its primary advisory activity is discretionary portfolio management for investment-company clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JULIE PARHAM

    Chief Compliance OfficerCRD 4465301

  • WASIF LATIF

    Co-Founder and Chief Investment OfficerCRD 2567754

  • KARL ENGELMANN

    Chief Compliance Officer / COOCRD 2524438

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
6002 Cp Bullis Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth