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| Sumeru Equity Partners LP
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| CRD # | 172955 |
| SEC # | 801-81188 |
| CIK # | 0001639894 |
| AUM | $3.4 B (2025-05-19) |
| Employees | 47 (87% Investors, 0% Brokers) |
| Phone | 650-522-3300 |
| Address | 2020 Pioneer Court San Mateo, CA 94403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SEP Strategic Advisers Fund IV LP | [2023-03-20] | 10.0 | |
| PE | SI Partnership 2022 LP | [2023-03-20] | 0.0 | 40.8 |
| PE | SEP Heartland Fund IV Co-Invest LP | [2022-03-24] | 0.0 | 30.7 |
| PE | Sumeru Equity Partners Fund IV LP | [2022-03-24] | 0.0 | 1,631.9 |
| PE | Sep-Heartland Fund III Co-Invest LP | [2019-03-27] | 0.0 | 29.7 |
| PE | SEP Strategic Advisers Fund III LP | [2019-03-27] | 25.9 | 39.1 |
| PE | Sumeru Equity Partners Fund III LP | [2019-03-27] | 689.0 | 1,007.4 |
| PE | SEP Holdings AIV-1 LP | 2017-03-13 | 210.3 | |
| PE | SEP Strategic Advisers Fund LP | [2015-05-15] | 9.7 | 11.2 |
| PE | Sumeru Equity Partners Fund LP | [2015-05-04] | 363.0 | 582.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 3.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 3.4 |
| By Discretionary | ||
| Discretionary | 9 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 9 | 3.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Brennan | 49 | ||
| Kyle Ryland | 15 | ||
| George Kadifa | 13 | ||
| Jason Babcoke | 12 | ||
| Robert Randleman II | 10 | ||
| Sanjeet Mitra | 10 | ||
| Paul Mercadante | 10 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001639894] |
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