Sumeru Equity Partners

Fee-Only (% of Portfolio)

Sumeru Equity Partners invests in growing enterprise technology companies. Sumeru provides investment management services to investment vehicles it sponsors. Sumeru investigates, identifies, and evaluates investment opportunities, structures, negotiates, and makes investments, manages and monitors performance, and disposes of investments. Investment advice is provided directly to the Funds, not individually to the investors in the Funds.

Assets Under Management$3.4B
Clients9
AdvisorsN/A
Avg. per Client$380M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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