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Kyle Trivitt Ryland

SUMERU EQUITY PARTNERS, L.P.·SAN MATEO, California
Clean recordSUMERU EQUITY PARTNERS, L.P.
2020 PIONEER COURT, SAN MATEO, CA 94403CRD# 2205451Firm CRD# 172955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Trivitt Ryland · SAN MATEO, CA
Registration
CRD #2205451 · SUMERU EQUITY PARTNERS, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kyle Trivitt Ryland is a registered financial advisor based in SAN MATEO, California, affiliated with SUMERU EQUITY PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SUMERU EQUITY PARTNERS, L.P.
SUMERU EQUITY PARTNERS
AUM
$3.5B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at SUMERU EQUITY PARTNERS, L.P. →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 2205451
Firm CRD# 172955
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kyle Trivitt Ryland offer?
Kyle Trivitt Ryland specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Kyle Trivitt Ryland's credentials?
Kyle Trivitt Ryland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Trivitt Ryland located?
Kyle Trivitt Ryland is based in SAN MATEO, California, working with SUMERU EQUITY PARTNERS, L.P.. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Kyle Trivitt Ryland charge for services?
Kyle Trivitt Ryland's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMERU EQUITY PARTNERS, L.P.?
SUMERU EQUITY PARTNERS, L.P. has approximately 47 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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