firm profile
Sumeru Equity Partners
Overview
Sumeru Equity Partners is an SEC registered investment adviser based in San Mateo, CA, registered since 2015. It reports $3.4B in assets under management across 9 accounts, with 43 employees.
- Reported AUM
- $3.4B
- Discretionary
- 100%
- Accounts
- 9
- Employees
- 43
- Registered since
- 2015
- Jurisdictions
- 2
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 5
- Jason Ethan Babcoke Managing Director CRD 6409309
- Kyle Trivitt Ryland Managing Partner CRD 2205451
- Robert Stephen Randleman Chief Operating Officer, Chief Compliance Officer, Managing Director CRD 6409308
2 more executive officers, with direct contact details
Location
- Headquarters
- 2020 Pioneer Ct
San Mateo, CA 94403 - County
- San Mateo
- Metro area
- San Francisco-Oakland-Berkeley, CA
- Region
- West
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: sumeruequity.com
Every state, with registration dates
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