Investment adviser · CRD 172955

SUMERU EQUITY PARTNERS

Investment adviser filing (IA)

SUMERU EQUITY PARTNERS L.P.

SAN MATEO, CA, United States · Form ADV filed Jul 16, 2026

Regulatory AUM
$3.37B
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
43
Reported in this filing
Advisory professionals
36
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$3,373,972,104100.0%
Filing source

Form ADV 2117349 · Jul 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SUMERU EQUITY PARTNERS FUND IV L.P.Private Equity Fund · Last reported Jul 16, 2026$1.76BGross asset value

Form D fundraising filings

SUMERU EQUITY PARTNERS FUND IV L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3034263604
Reported beneficial owners
148
Minimum commitment
$5M
Form D file number
021-425949

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUMERU EQUITY PARTNERS FUND III L.P.Private Equity Fund · Last reported Jul 16, 2026$908MGross asset value

Form D fundraising filings

SUMERU EQUITY PARTNERS FUND III L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7619155254
Reported beneficial owners
65
Minimum commitment
$5M
Form D file number
021-326974

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SUMERU EQUITY PARTNERS FUND L.P.Private Equity Fund · Last reported Jul 16, 2026$540MGross asset value

Form D fundraising filings

SUMERU EQUITY PARTNERS FUND L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-4305632008
Reported beneficial owners
34
Minimum commitment
$5M
Form D file number
021-238451

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SI PARTNERSHIP 2022 L.P.Private Equity Fund · Last reported Jul 16, 2026$45.3MGross asset value

Form D fundraising filings

SI PARTNERSHIP 2022 L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6760067425
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-432215

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SEP-HEARTLAND FUND IV CO-INVEST L.P.Private Equity Fund · Last reported Jul 16, 2026$43.7MGross asset value

Form D fundraising filings

SEP-HEARTLAND FUND IV CO-INVEST L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-9402235874
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-425948

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SEP STRATEGIC ADVISERS FUND III L.P.Private Equity Fund · Last reported Jul 16, 2026$36.8MGross asset value

Form D fundraising filings

SEP STRATEGIC ADVISERS FUND III L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM CAYMAN LTD. GEORGE TOWN, Cayman Islands
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM CAYMAN LTD.
PCAOB 6894

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3652337957
Reported beneficial owners
51
Minimum commitment
$100K
Form D file number
021-328664

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SEP-HEARTLAND FUND III CO-INVEST L.P.Private Equity Fund · Last reported Jul 16, 2026$22MGross asset value

Form D fundraising filings

SEP-HEARTLAND FUND III CO-INVEST L.P.

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-4456916911
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-327754

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 16, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2020 PIONEER COURT
SAN MATEO, CA, 94403, United States

CRD 172955

Filing source

Form ADV 2117349 · Jul 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.