SARMAYA PARTNERS, LLC

CRD

330100

SEC file #

801-131861

EIN

992087275

DBA names

—

Economics

AUM

$33.0M

AUM band

$25M-$100M

AUM trajectory

'25 · $6.0M

'26 · $33.0M

'25'26

$6.0M → $33.0M▲ +450%

sec adv history

Client mix

Investment Companies

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 4 advisors

'26 · 2 advisors

'25'26

4 advisors → 2 advisors▼ -50%

sec adv history

Primary office

SAN ANTONIO TX

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — investment companies

Fee basis

% of AUM

Filings

Latest ADV filing

02/05/2026

ADV-W filed at

—

Website

sarmayapartners.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ENGELMANN, KARL, R S

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

ENGELMANN, KARL, R S

LATIF, WASIF, AHMAD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SARMAYAPARTNERS.COM

Rdap Domain Creation Date

2024-01-04T17:39:14Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002017734

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-04-18

Edgar Last Filing Date

2025-04-10

Edgar Form D Count

Edgar Form D Offerings

2025-04-102025-04-10 · 0002017734-25-000002

2024-04-182024-04-18 · 0002017734-24-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

6002 CAMP BULLIS ROADSUITE 201SAN ANTONIO, TX 78257

Business

6002 CAMP BULLIS ROADSUITE 201SAN ANTONIO, TX 78257

Edgar EIN

992087275

Edgar Recent Filings

D/A2025-04-10 · 0002017734-25-000002

D2024-04-18 · 0002017734-24-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2029-01-04T17:39:14Z

Rdap Domain Last Changed

2024-01-04T17:39:15Z

Rdap Nameservers

Ns45.domaincontrol.comNs46.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2524438

Trust Company Affiliate