Sumeru Equity Partners

Sumeru Equity Partners (CRD# 172955) is a financial advisory firm headquartered in San Mateo, CA. They manage $3,491,313,219 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,491
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $387,923,691
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sumeru Equity Partners
No Advisor Found.
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