RIA Intel›Advisers›Delaware›SUARUM INVESTMENT MANAGEMENT, LLC

SUARUM INVESTMENT MANAGEMENT, LLC

Advisory

DE

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in DE

#75

of 79 advisers by AUM

Average account

$4M

across 26 accounts

AUM per adviser

$95M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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