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 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
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 1ROBERT RANDLEMAN
Managing Director and Chief Operating OfficerCRD 6409308
Contacts
3 of 4ABDO 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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