SARMAYA PARTNERS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JULIE PARHAM
Chief Compliance OfficerCRD 4465301
WASIF LATIF
Co-Founder and Chief Investment OfficerCRD 2567754
KARL ENGELMANN
Chief Compliance Officer / COOCRD 2524438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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