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Building 2SUMERU EQUITY PARTNERS

Map pinSAN MATEO, CA
Phone650-522-3300
NotebookSEC #801-81188
Total AUM
$3.4B
Employees
43
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2020 PIONEER COURT
SAN MATEO
CA 94403
United States
Operating Hours
9:00AM - 5:00PM PT
Monday - Friday
Phone
650-522-3300
Other Offices
1

ReceiptFinancials

Total AUM
$3.4B
Accounts
9
Discretionary
$3.4B
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$3.4B

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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