AdvisorOS Directory
Claim Profile
RR

Robert Stephen Randleman

SUMERU EQUITY PARTNERS, L.P.·SAN MATEO, California
Unclaimed Profile
2020 PIONEER COURT, SAN MATEO, CA 94403CRD# 6409308Firm CRD# 172955
01

About

Robert Stephen Randleman 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# 6409308
Firm CRD# 172955
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

Browse all registered financial advisors in SAN MATEO, California or claim this profile if it's yours.

Browse SAN MATEO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Stephen Randleman offer?
Robert Stephen Randleman specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Robert Stephen Randleman's credentials?
Robert Stephen Randleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Stephen Randleman located?
Robert Stephen Randleman 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 Robert Stephen Randleman charge for services?
Robert Stephen Randleman'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN MATEO
Jason Ethan Babcoke — SUMERU EQUITY PARTNERS, L.P.John Desmond Brennan — SUMERU EQUITY PARTNERS, L.P.Paul Nmn Mercadante — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile