SUMERU EQUITY PARTNERS, L.P.

SUMERU EQUITY PARTNERS
SAN MATEO, California·7 registered advisors·CRD# 172955
SEC# 801-811881650-522-3300
01

Firm Overview

AUM
$3.5B
Regulatory assets under management
Employees
47
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement Planning
04

Advisors at SUMERU EQUITY PARTNERS, L.P.

7 registered advisors
Abdo George Kadifa
SAN MATEO, California
Jason Ethan Babcoke
SAN MATEO, California
John Desmond Brennan
SAN MATEO, California
Kyle Trivitt Ryland
SAN MATEO, California
Paul Nmn Mercadante
SAN MATEO, California
Robert Stephen Randleman
SAN MATEO, California
Sanjeet Nmn Mitra
SAN MATEO, California
05

Office Locations

SAN MATEO, California
7 advisors

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Data sourced from SEC Form ADV filings. SUMERU EQUITY PARTNERS, L.P. (CRD# 172955) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.