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SUMERU EQUITY PARTNERS L.P., CRD 172955
SAN MATEO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SUMERU EQUITY PARTNERS FUND IV L.P. | Private Equity Fund | $1.5B | Mar 27, 2024 | 163 | Mar 24, 2022 | reported | 021-425949 |
| SUMERU EQUITY PARTNERS FUND III L.P. | Private Equity Fund | $1.1B | Mar 27, 2024 | 64 | Mar 27, 2019 | reported | 021-326974 |
| SUMERU EQUITY PARTNERS FUND L.P. | Private Equity Fund | $811M | Mar 27, 2024 | 47 | May 4, 2015 | reported | 021-238451 |
| SEP HOLDINGS AIV-1, L.P. | Private Equity Fund | $210M | Nov 21, 2019 | 12 | Mar 13, 2017 | dropped | n/a |
| SEP STRATEGIC ADVISERS FUND III L.P. | Private Equity Fund | $41.6M | Mar 27, 2024 | 22 | Mar 27, 2019 | reported | 021-328664 |
| SI PARTNERSHIP 2022 L.P. | Private Equity Fund | $37.9M | Mar 27, 2024 | 3 | Mar 20, 2023 | reported | 021-432215 |
| SEP-HEARTLAND FUND III CO-INVEST L.P. | Private Equity Fund | $31.9M | Mar 27, 2024 | 2 | Mar 27, 2019 | reported | 021-327754 |
| SEP HEARTLAND FUND IV CO-INVEST L.P. | Private Equity Fund | $29.4M | Mar 27, 2024 | 2 | Mar 24, 2022 | reported | 021-425948 |
| SEP STRATEGIC ADVISERS FUND L.P. | Private Equity Fund | $14.3M | Mar 27, 2024 | 25 | May 15, 2015 | reported | 021-238450 |
| SEP STRATEGIC ADVISERS FUND IV L.P. | Private Equity Fund | $9.9M | Mar 27, 2024 | 23 | Mar 20, 2023 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BABCOKE, JASON, ETHAN | MANAGING DIRECTOR | B | yes | 05/2014 | Oct 17, 2014 | Mar 27, 2024 |
| BRENNAN, JOHN, DESMOND | MANAGING DIRECTOR | B | yes | 05/2014 | Oct 17, 2014 | Mar 27, 2024 |
| KADIFA, ABDO, GEORGE | MANAGING DIRECTOR | B | yes | 07/2015 | Jul 15, 2015 | Mar 27, 2024 |
| MITRA, SANJEET, NMN | CO-MANAGING PARTNER, MANAGING DIRECTOR | B | yes | 05/2014 | Oct 17, 2014 | Mar 27, 2024 |
| RANDLEMAN, ROBERT, STEPHEN | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING DIRECTOR | B | yes | 05/2014 | Oct 17, 2014 | Mar 27, 2024 |
| RYLAND, KYLE, TRIVITT | LIMITED PARTNER, CO-MANAGING PARTNER & MANAGING DIRECTOR | C | yes | 03/2014 | Oct 17, 2014 | Mar 27, 2024 |
| RYLAND, KYLE, TRIVITT | MANAGING MEMBER | C | yes | 03/2014 | Oct 17, 2014 | Mar 27, 2024 |
| SUMERU EQUITY PARTNERS LLC | GENERAL PARTNER | B | yes | 03/2014 | Mar 27, 2024 | Mar 27, 2024 |
| MERCADANTE, PAUL, NMN | CO-FOUNDER, SENIOR ADVISOR | A | no | 05/2014 | Oct 17, 2014 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SEP GENERAL PARTNER III L.P. | n/a | n/a | n/a | N | yes | n/a |
| SEP GENERAL PARTNER IV L.P. | n/a | n/a | n/a | N | yes | n/a |
| SEP GENERAL PARTNER L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 10 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $3.4B | $3.4B | 43 | 36 | 1 | 9 | n/a |
| 2024 | Mar 26, 2025 | $3.4B | $3.4B | 47 | 41 | 1 | 9 | n/a |
| 2023 | Mar 27, 2024 | $3.5B | $3.5B | 47 | 41 | 1 | 9 | $3.5B |
| 2022 | Mar 20, 2023 | $3.5B | $3.5B | 39 | 28 | 0 | 9 | $3.3B |
| 2021 | Mar 24, 2022 | $2.8B | $2.8B | 29 | 21 | 0 | 7 | $2.5B |
| 2020 | Mar 25, 2021 | $1.6B | $1.6B | 27 | 21 | 0 | 5 | $1.1B |
| 2019 | Mar 23, 2020 | $1.7B | $1.0B | 22 | 17 | 0 | 5 | $1.0B |
| 2018 | Mar 27, 2019 | $1.7B | $1.1B | 17 | 14 | 0 | 6 | $1.1B |
| 2017 | Mar 26, 2018 | $1.6B | $447M | 15 | 12 | 0 | 3 | $447M |
| 2016 | Mar 13, 2017 | $1.7B | $416M | 13 | 11 | n/a | 3 | $416M |
| 2015 | Mar 30, 2016 | $1.5B | $386M | 12 | 10 | n/a | 2 | $386M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.4B | $3.4B | -0.3% | $3.5B | -1.1% | 43 | 47 | 1 | 1 |