SUMERU EQUITY PARTNERS

SUMERU EQUITY PARTNERS, L.P. Legal Name

Adviser information for SUMERU EQUITY PARTNERS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Partnership
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	47
Investment Advisory/Research	41
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	9	$3.5B
Non-Discretionary	0	$0
Total	9	$3.5B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	9	$3.5B
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	11

Services

Advisory Services	Portfolio management for pooled investment vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation	% of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS

Identifiers

SEC RIA File Number	801-81188
SEC ERA File Number	801-81188
SEC CIK Numbers	None
SEC CRD Numbers	172955
Legal Entity Identifier	None

Principal Office

2020 PIONEER COURT
SAN MATEO
CA
United States

Monday - Friday, 9:00AM - 5:00PM PT

Tel: 650-522-3300, Fax: 650-753-2417

Websites

sumeruequity.com/ www.linkedin.com/company/sumeru-equity-partners/

Chief Compliance Officer

ROBERT STEPHEN RANDLEMAN II

MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER

2020 PIONEER COURT

SAN MATEO

United States

Tel: 650-522-3300

Fax: 650-753-2417

R**************@***************M

(Full email address available in API data)

Industry Affiliates

SEP GENERAL PARTNER III L.P.	Sponsor, GP, manager of pooled investment vehicles
SEP GENERAL PARTNER IV L.P.	Sponsor, GP, manager of pooled investment vehicles
SEP GENERAL PARTNER L.P.	Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
SEP HEARTLAND FUND IV CO-INVEST L.P.	Private Equity Fund	$29.4M	$0.0M	2
SEP STRATEGIC ADVISERS FUND III L.P.	Private Equity Fund	$41.6M	$0.1M	22
SEP STRATEGIC ADVISERS FUND IV L.P.	Private Equity Fund	$9.9M	$0.1M	23
SEP STRATEGIC ADVISERS FUND L.P.	Private Equity Fund	$14.3M	$0.1M	25
SEP-HEARTLAND FUND III CO-INVEST L.P.	Private Equity Fund	$31.9M	$0.0M	2
SI PARTNERSHIP 2022 L.P.	Private Equity Fund	$37.9M	$0.0M	3
SUMERU EQUITY PARTNERS FUND III L.P.	Private Equity Fund	$1,052.9M	$5.0M	64
SUMERU EQUITY PARTNERS FUND IV L.P.	Private Equity Fund	$1,476.5M	$5.0M	163
SUMERU EQUITY PARTNERS FUND L.P.	Private Equity Fund	$811.0M	$5.0M	47

Control Persons

Name	Type	Entity	Title	Since	Ownership
RYLAND, KYLE, TRIVITT	Individual	–	LIMITED PARTNER, CO-MANAGING PARTNER & MANAGING DIRECTOR	03/2014	25-50%
SUMERU EQUITY PARTNERS LLC	Domestic Entity	–	GENERAL PARTNER	03/2014	10-25%
RYLAND, KYLE, TRIVITT	Individual	SUMERU EQUITY PARTNERS, LLC	MANAGING MEMBER	03/2014	25-50%
RANDLEMAN, ROBERT, STEPHEN	Individual	–	CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING DIRECTOR	05/2014	10-25%
BABCOKE, JASON, ETHAN	Individual	–	MANAGING DIRECTOR	05/2014	10-25%
BRENNAN, JOHN, DESMOND	Individual	–	MANAGING DIRECTOR	05/2014	10-25%
MERCADANTE, PAUL, NMN	Individual	–	CO-FOUNDER, SENIOR ADVISOR	05/2014	5-10%
MITRA, SANJEET, NMN	Individual	–	CO-MANAGING PARTNER, MANAGING DIRECTOR	05/2014	10-25%
KADIFA, ABDO, GEORGE	Individual	–	MANAGING DIRECTOR	07/2015	10-25%

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