Srs Investment Management, Llc
- Regulatory AUM
- $13.9B
- Discretionary
- $13.9B
- Clients
- 7
- Avg AUM / client
- $2.0B
- Accounts
- 7
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $13.9B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $12.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Srs Partners Master Fund Lp master | Hedge Fund | Cayman Islands | $6.7B | 192 |
| Srs Special Opportunities Master Ii, Lp | Hedge Fund | Cayman Islands | $2.8B | 16 |
| Srs Long Opportunities Master Fund, Lp master | Hedge Fund | Cayman Islands | $2.6B | 67 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sarma, Karthik, Ramakrishna | Member | Mar 2006 (20y) | ≈ 56.25% – 100% via Srs Investment Management, Lp | |
| Zales, David, B | Chief Compliance Officer/General Counsel | Mar 2013 (13y) | Less than 5% | |
| Kussack, Stephen, Benjamin | Chief Financial Officer | Jan 2017 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Srs Investment Management, Lp | Member | Mar 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sarma, Karthik, Ramakrishna: 75% – 100% of Srs Investment Management, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $12.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Srs Partners Master Fund Lp | Hedge Fund | $6.7B | $5.0M | 192 |
| Srs Special Opportunities Master Ii, Lp | Hedge Fund | $2.8B | $1.0M | 16 |
| Srs Long Opportunities Master Fund, Lp | Hedge Fund | $2.6B | $5.0M | 67 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗