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| Sumeru Equity Partners LP
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|---|---|
| CRD # | 172955 |
| SEC # | 801-81188 |
| CIK # | 0001639894 |
| AUM | 3,374.0 M (2026-05-28) |
| Employees | 43 (84% 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 | AUM |
|---|---|---|---|---|
| PE | SEP Strategic Advisers Fund IV LP | [2023-03-20] | 10.5 M | |
| PE | SI Partnership 2022 LP | [2023-03-20] | 45.3 M | |
| Filed 2022-02-03 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sep-Heartland Fund IV Co-Invest LP | [2022-03-24] | 43.7 M | |
| Filed 2021-12-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sumeru Equity Partners Fund IV LP | [2022-03-24] | 1,756.7 M | |
| Offered $1,000,000,000 · Filed 2021-12-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $1,000,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sep-Heartland Fund III Co-Invest LP | [2019-03-27] | 22.0 M | |
| Offered $21,250,000 · Filed 2018-12-12 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $21,250,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SEP Strategic Advisers Fund III LP | [2019-03-27] | 25.9 M | 36.8 M |
| Filed 2019-12-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sumeru Equity Partners Fund III LP | [2019-03-27] | 689.0 M | 908.4 M |
| Offered $689,002,800 · Filed 2020-11-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | SEP Holdings AIV-1 LP | 2017-03-13 | 210.3 M | |
| PE | SEP Strategic Advisers Fund LP | [2015-05-15] | 9.7 M | 10.4 M |
| Filed 2016-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Sumeru Equity Partners Fund LP | [2015-05-04] | 363.0 M | 540.0 M |
| Offered $600,000,000 · Filed 2016-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $236,980,521 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Brennan | Executive Officer | 49 | 5 | |
| Kyle Ryland | Executive Officer | 15 | 2 | |
| George Kadifa | Executive Officer | 13 | 2 | |
| Jason Babcoke | Executive Officer | 12 | 2 | |
| Robert Randleman II | Executive Officer | 10 | 2 | |
| Sanjeet Mitra | Executive Officer | 10 | 2 | |
| Paul Mercadante | Executive Officer | 10 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001639894] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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