Sumeru Equity Partners
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 172955
- Registered since
- March 26, 2015
- Website
- sumeruequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sumeru Equity Partners is a private equity firm organized as a limited partnership and registered with the SEC since 2015. It operates primarily for institutional clients and functions both as a fund sponsor and as the general partner/manager of pooled investment vehicles. The firm charges a mix of asset-based and performance-linked fees and is not positioned as a capital allocator to other asset classes. Sumeru does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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