SUMERU EQUITY PARTNERS L.P.
C17
CRD 172955·SEC 801-81188·SAN MATEO, CA
AUM
$3.37B
$1B+
Est. Revenue
$33.7M
@ 1% on AUM
Est. EBITDA
$10.1M
@ 30% margin
Est. Deal Value
$81.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.73B
'21 · $1.72B
'22 · $1.61B
'23 · $2.79B
'25 · $3.38B
'26 · $3.37B
'20'26
$1.73B → $3.37B▲ +95%
Operations
Advisory staff (5-yr trend)
'20 · 14 advisors
'21 · 17 advisors
'22 · 21 advisors
'23 · 21 advisors
'25 · 41 advisors
'26 · 36 advisors
'20'26
14 advisors → 36 advisors▲ +157%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| Folio Institutional | 1 |
Full
| Jpmorgan | 18 |
| E*trade | 4 |
| Folio Institutional | 1 |
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited