{
  "crd_number": 330100,
  "slug": "sarmaya-partners-llc-san-antonio-tx-330100",
  "primary_business_name": "SARMAYA PARTNERS, LLC",
  "legal_name": "SARMAYA PARTNERS, LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-21",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-05",
  "carried_forward": false,
  "raum_total": 32988380.0,
  "raum_discretionary": 32988380.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 32988380.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "NJ",
    "TX"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61580501421465",
    "https://instagram.com/sarmayapartners",
    "https://linkedin.com/company/sarmayapartners",
    "https://sarmayapartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330100",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/sarmaya-partners-llc-san-antonio-tx-330100",
  "display_name": "Sarmaya Partners, LLC",
  "summary": "Sarmaya Partners, LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.",
  "citation": "AdvisorCensus. Sarmaya Partners, LLC (CRD 330100): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sarmaya Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sarmaya Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Sarmaya Partners, LLC located?",
      "a": "Sarmaya Partners, LLC's principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Sarmaya Partners, LLC registered with the SEC or a state?",
      "a": "Sarmaya Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 330100."
    },
    {
      "q": "How much does Sarmaya Partners, LLC manage?",
      "a": "Sarmaya Partners, LLC reports $32,988,380 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sarmaya Partners, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Sarmaya Partners, LLC: Regulatory assets under management: $3,240,000 in the October 2025 data and $32,988,380 in the October 2026 data, up 918%. Total employees: 3 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sarmaya Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Sarmaya Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330100"
    },
    {
      "q": "What changed in Sarmaya Partners, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 2. Regulatory assets under management went from $6,000,000 to $32,988,380 (+450%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3240000.0,
      "total_employees": 3,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 32988380.0,
      "total_employees": 6,
      "filing_date": "2026-02-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 2.",
        "Regulatory assets under management went from $6,000,000 to $32,988,380 (+450%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $3,240,000 to $6,000,000 (+85%).",
        "Registered or notice-filed in CA, NJ."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sarmaya-partners-llc-san-antonio-tx-330100.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 32988380.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330100",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}