SUMERU EQUITY PARTNERS

RIASEC RegisteredEst. 2015
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$375M
Accounts
9
Employees
43
Advisory reps
5

Firm details

Headquarters
SAN MATEO, California
CRD number
172955
Registered since
March 26, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sumeru Equity Partners is structured as a limited partnership that operates as a private equity fund manager. The adviser is SEC-registered (since 2015) and serves institutional clients, primarily through serving as sponsor, general partner and managing member of pooled investment vehicles. Its advisory activity is focused on portfolio management for pooled investment vehicles rather than retail advisory or separate-account management. The firm’s economic model includes percentage-of-AUM fees and performance-based fees (with other fee arrangements also noted). Sumeru Equity Partners does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a broad capital allocator in the sense of running an external allocator platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • ROBERT RANDLEMAN

    Managing Director and Chief Operating OfficerCRD 6409308

Contacts

3 of 4
  • ABDO KADIFA

    Managing DirectorCRD 6528257

  • KYLE RYLAND

    Managing PartnerCRD 2205451

  • JASON BABCOKE

    Co-Founder & Managing DirectorCRD 6409309

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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 MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2020 Pioneer Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth