SEMPER SURSUM INVESTMENTS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1YOGESH MODAK
FounderCRD 4159885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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