Investment adviser · CRD 328651

SUMO INVESTMENT MANAGEMENT LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

CHICAGO, IL, United States · Form ADV filed Sep 25, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

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

SUMO OPPORTUNITIES MASTER FUND LPHedge Fund · Last reported Sep 25, 2026$100MGross asset value

Feeder funds

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian ABN AMRO CLEARING BANK NV NETHERLANDS, Netherlands Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC CHICAGO, Illinois, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker ABN AMRO CLEARING BANK N.V. NETHERLANDS, Netherlands
Prime broker GOLDMAN SACHS & CO. LLC CHICAGO, Illinois, United States
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ABN AMRO CLEARING BANK NV
LEI G8ZTNESVNKW4NN761W05

GOLDMAN SACHS & CO. LLC
SEC 8-129

INTERACTIVE BROKERS LLC
SEC 8-47257

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-8348082663
Reported beneficial owners
2
Minimum commitment
$1M
Form D file number
021-479813

Form ADV 2134575 · Sep 25, 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: Sep 25, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

440 SOUTH LASALLE, SUITE 1525
CHICAGO, IL, 60605, United States

CRD 328651

Filing source

Form ADV 2134575 · Sep 25, 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.