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Home > Retirement Planners > california > san mateo > SUMERU EQUITY PARTNERS
SUMERU EQUITY PARTNERS
2020 Pioneer Court
San Mateo, California 94403
Tel: 650-522-3300
About SUMERU EQUITY PARTNERS
SUMERU EQUITY PARTNERS, formally registered with the SEC as SUMERU EQUITY PARTNERS. The firm was established in 03/26/2015. They have over 2 offices throughout the country.
SUMERU EQUITY PARTNERS is a San Mateo, California based Financial Planning firm with nearly $3,505,469,014 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 47 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172955 |
| SEC# | 801-81188 |
| Assets Managed by Firm | $3,505,469,014 |
| No. of Clients | 9 |
| No. of Advisors | 47 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $3,505,469,014 |
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