SEMPER SURSUM INVESTMENTS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
333992
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Semper Sursum Investments LLC is a small, owner-operated advisory firm structured as a limited liability company. Its stated business activities center on discretionary portfolio management for individuals, small businesses and institutional clients, plus educational seminars and workshops. The firm’s fee model includes both a percentage-of-assets-under-management component and performance-based fees, which suggests it is set up to pursue active, results-driven strategies for clients willing to accept incentive-aligned compensation arrangements. Semper Sursum is not listed as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. Investment interest skews toward non-traditional exposures: the firm lists allocations to private placements, real estate, commodities, REITs and digital currency. That combination points to a manager focused on diversification away from pure long-only public equity exposure and willing to use third-party alternative managers or direct private-market channels to access less-correlated return streams.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • YOGESH MODAK

    FounderCRD 4159885

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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
11524 Comano Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth