RIA Intel›Advisers›California›SUMERU EQUITY PARTNERS L.P.

SUMERU EQUITY PARTNERS L.P.

Advisory

N·SAN MATEO, CA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

-3.5%

3-Year CAGR

+6.6%

Employees

36

Assets Under Management

Total AUM$3.4B

Discretionary AUM$3.4B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees36

Investment Advisers43

Employee Growth (1Y)+46.4%

Filing History

Total Filings on Record21

First FilingOct 17, 2014

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUMERU EQUITY PARTNERS L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.