SurgoCap Partners manages private investment funds for sophisticated and institutional investors. Surgo uses a "long/short" investment strategy, investing globally in equity and equity-related securities, focusing on enterprise data, financial services, industrials, and healthcare. Surgo may also invest in private companies. Investment advice is provided directly to the funds, not to individual investors in those funds.
Assets Under Management$4.8B
Clients3
AdvisorsN/A
Avg. per Client$1.6B
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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