The SUMERU EQUITY PARTNERS is a privately held investment adviser that advises $3.62Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SUMERU EQUITY PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 124.51% over the last 5-years.
The Group has been registered with the SEC for 11.75 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2020 PIONEER COURT, SAN MATEO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 43 employees comprised of 36 investment and 7 non-investment staff. The total number of Employees increased by 59.26% over the last 5-years.
Their $3.62Bn in assets advised are owned by 9 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $3.37Bn or 93.1% of Total Assets and Investment Companies (IC) own $250mn or 6.9% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
SUMERU EQUITY PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.