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Paul Nmn Mercadante

SUMERU EQUITY PARTNERS, L.P.·SAN MATEO, California
Unclaimed Profile
2020 PIONEER COURT, SAN MATEO, CA 94403CRD# 6409310Firm CRD# 172955
01

About

Paul Nmn Mercadante 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
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# 6409310
Firm CRD# 172955
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Nmn Mercadante offer?
Paul Nmn Mercadante specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Paul Nmn Mercadante's credentials?
Paul Nmn Mercadante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Nmn Mercadante located?
Paul Nmn Mercadante 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 Paul Nmn Mercadante charge for services?
Paul Nmn Mercadante'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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Robert Stephen Randleman — SUMERU EQUITY PARTNERS, L.P.Jason Ethan Babcoke — SUMERU EQUITY PARTNERS, L.P.John Desmond Brennan — SUMERU EQUITY PARTNERS, L.P.Sanjeet Nmn Mitra — SUMERU EQUITY PARTNERS, L.P.Kyle Trivitt Ryland — SUMERU EQUITY PARTNERS, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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