AUMdb

Sumeru Equity Partners L.P.

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 172955 · SEC file 801-81188 · San Mateo, CA · sumeruequity.com
☆ Save with Pro ADV data as of Jul 16, 2026
Regulatory AUM
$3.4B
Discretionary
$3.4B
Clients
9
Avg AUM / client
$375M
Accounts
9
Employees
43

AUM over time

$253M $3.5B
May 4, 2015 Jul 16, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 9 $3.4B 100.0%

Private funds (9)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.5B combined gross assets

FundTypeDomicileGross assetsOwners
Sumeru Equity Partners Fund Iv L.P. Private Equity Fund Delaware $1.5B 163
Sumeru Equity Partners Fund Iii L.P. Private Equity Fund Delaware $1.1B 64
Sumeru Equity Partners Fund L.P. Private Equity Fund Delaware $811M 47
Sep Strategic Advisers Fund Iii L.P. Private Equity Fund Cayman Islands $41.6M 22
Si Partnership 2022 L.P. Private Equity Fund Delaware $37.9M 3
Sep Heartland Fund Iii Co Invest L.P. Private Equity Fund Delaware $31.9M 2
Sep Heartland Fund Iv Co Invest L.P. Private Equity Fund Delaware $29.4M 2
Sep Strategic Advisers Fund L.P. Private Equity Fund Delaware $14.3M 25
Sep Strategic Advisers Fund Iv L.P. Private Equity Fund Delaware $9.9M 23

People (7)

NameRole / titleCredentialsWith firm sinceOwnership
Ryland, Kyle, Trivitt Limited Partner, Co Managing Partner & Managing Director Mar 2014 (12y) 25% – 50%
Babcoke, Jason, Ethan Managing Director May 2014 (12y) 10% – 25%
Brennan, John, Desmond Managing Director May 2014 (12y) 10% – 25%
Mercadante, Paul, Nmn Co Founder, Senior Advisor May 2014 (12y) 5% – 10%
Mitra, Sanjeet, Nmn Co Managing Partner, Managing Director May 2014 (12y) 10% – 25%
Randleman, Robert, Stephen Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer, And Managing Director May 2014 (12y) 10% – 25%
Kadifa, Abdo, George Managing Director Jul 2015 (11y) 10% – 25%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Sumeru Equity Partners Llc General Partner Mar 2014 A 10% – 25%

Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.

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 (9, $3.5B gross assets)

FundTypeGross assetsMin. investmentOwners
Sumeru Equity Partners Fund Iv L.P. Private Equity Fund $1.5B $5.0M 163
Sumeru Equity Partners Fund Iii L.P. Private Equity Fund $1.1B $5.0M 64
Sumeru Equity Partners Fund L.P. Private Equity Fund $811M $5.0M 47
Sep Strategic Advisers Fund Iii L.P. Private Equity Fund $41.6M $100K 22
Si Partnership 2022 L.P. Private Equity Fund $37.9M $0 3
Sep Heartland Fund Iii Co Invest L.P. Private Equity Fund $31.9M $0 2
Sep Heartland Fund Iv Co Invest L.P. Private Equity Fund $29.4M $0 2
Sep Strategic Advisers Fund L.P. Private Equity Fund $14.3M $100K 25
Sep Strategic Advisers Fund Iv L.P. Private Equity Fund $9.9M $100K 23

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/16/2026 2.81 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
  • Other fees
  • SEE SCHEDULE D - MISCELLANEOUS

Services

  • Portfolio management for pooled investment vehicles
  • Other services

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: Jul 16, 2026.

View current Form ADV (SEC/IAPD) ↗