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RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)

SUMERU EQUITY PARTNERS FUND L.P.

advised by SUMERU EQUITY PARTNERS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fa1f2fe-77b7-d0e2-c070-53f13349bdb2

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 4, 2015 to Mar 27, 2024
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sumeru Equity Partners Fund, L.P.

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: SUMERU EQUITY PARTNERSCRD 172955
Fund type: Private Equity Fund
Latest reported GAV: $811Mgross asset value on Schedule D 7.B(1), as of 2024-03-27; never fund size
Peak reported GAV: $1.0B
Beneficial owners: 47
Minimum investment: $5.0M
Owned by the adviser: 900%
Owned by funds of funds: 1500%
Owned by non-US persons: 5700%
Clients solicited: no
Form D file number: 021-238451an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: May 4, 2015
Last reported: Mar 27, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 18
Fund id: 805-4305632008

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 27, 2024	$811M	47	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND L.P.
Mar 27, 2024	$811M	47	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND L.P.
Apr 18, 2023	$862M	47	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 20, 2023	$862M	47	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
May 10, 2022	$1.0B	15	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 24, 2022	$992M	15	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 25, 2021	$772M	15	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 23, 2020	$626M	15	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Nov 21, 2019	$504M	15	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 27, 2019	$504M	15	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 26, 2018	$410M	32	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Apr 5, 2017	$386M	32	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 13, 2017	$386M	32	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Apr 20, 2016	$377M	30	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Mar 30, 2016	$377M	30	$5.0M	900.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
Jul 15, 2015	$244M	28	$5.0M	1400.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
May 15, 2015	$244M	28	$5.0M	1400.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.
May 4, 2015	$253M	1	$5.0M	10000.0%	yes	SUMERU EQUITY PARTNERS FUND, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION	JPMORGAN CHASE BANK, NATIONAL ASSOCIATION	NEW YORK	New York	United States	no	n/a
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEW YORK	New York	United States	no	8-7221

Relationships

Advises (1)

← SUMERU EQUITY PARTNERSRegistered adviserPrivate Equity Fund, IA
May 4, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fa1f2fe-77b7-d0e2-c070-53f13349bdb2
First observed: May 4, 2015
Last observed: Mar 27, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SUMERU EQUITY PARTNERS FUND L.P.

advised by SUMERU EQUITY PARTNERS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fa1f2fe-77b7-d0e2-c070-53f13349bdb2

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:00 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 27, 2024

$811M

$5.0M

900.0%

yes

SUMERU EQUITY PARTNERS FUND L.P.

Mar 27, 2024

$811M

$5.0M

900.0%

yes

SUMERU EQUITY PARTNERS FUND L.P.

Apr 18, 2023

$862M

$5.0M

900.0%

yes