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| Surgocap Partners LP
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| CRD # | 323078 |
| SEC # | 801-126914 |
| CIK # | 0001960830 |
| AUM | $4.8 B (2025-03-28) |
| Employees | 24 (42% Investors, 42% Brokers) |
| Phone | 646-974-6340 |
| Address | 920 Broadway New York, NY 10010 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| LPL Investment Holdings Inc | 0.3 | ||
| Boston Scientific Corp | 0.3 | ||
| Hilton Worldwide Holdings Inc | 0.3 | ||
| Blackstone Group LP | 0.3 | ||
| Carpenter Technology Corp | 0.3 | ||
| Netflix Inc | 0.2 | ||
| Intuit Inc | 0.2 | ||
| McKesson Corp | 0.2 | ||
| Nu Holdings Ltd | 0.2 | ||
| Guidewire Software Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Surgocap Offshore Fund LP | [2023-03-30] | 822.9 | 756.7 |
| HF | Surgocap Onshore Fund LP | [2023-03-30] | 1,322.9 | 1,234.4 |
| HF | Surgocap Master Fund LP | 2022-10-20 | 4,827.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 4.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 4.8 |
| By Discretionary | ||
| Discretionary | 3 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 2.7 | |
| Total | 3 | 4.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Surgocap Partners LP | 4 | ||
| Surgocap Advisors LLC | 2 | ||
| Mala Gaonkar | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001960830] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grandeur Peak Global Advisors LLC
✚
|
UT | 4.9 |
|
Cephei Capital Management Hong Kong Limited
✚
|
4.9 | |
|
Green Court Capital Management Limited
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|
4.8 | |
|
Crosslink Capital Inc
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|
CA | 4.8 |
|
Quantbot Technologies LP
✚
|
NY | 4.8 |
|
GSA Capital Partners LLP
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|
4.8 | |
|
Whitehaven Asset Management LP
✚
|
CT | 4.8 |
|
Aequim Alternative Investments LP
✚
|
CA | 4.8 |
|
Encompass Capital Advisors LLC
✚
|
NY | 4.8 |
|
AEW Capital Management LP
✚
|
MA | 4.8 |