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 institutional registered investment adviser organized as a limited liability company. The firm is listed as owner-type "individual" and positions itself to serve institutional clients, providing portfolio management services specifically for investment companies. Its stated fee model is a percentage of assets under management. The firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser; it is also not described as a pension consultant or related adviser.

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

    Julie Parham

    Chief Compliance OfficerCRD 4465301

  • Wasif Latif

    Wasif Latif

    Co-Founder and Chief Investment OfficerCRD 2567754

  • Karl Engelmann

    Karl Engelmann

    Chief Compliance Officer / COOCRD 2524438

Wealth teams

FINTRX

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