# Sarmaya Partners, LLC

> 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.

- CRD: 330100
- Filed as: SARMAYA PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330100
- AdvisorCensus page: https://advisorcensus.com/firm/sarmaya-partners-llc-san-antonio-tx-330100

## Quick answers

**How is Sarmaya Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sarmaya Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sarmaya Partners, LLC located?**
Sarmaya Partners, LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is Sarmaya Partners, LLC registered with the SEC or a state?**
Sarmaya Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 330100.

**How much does Sarmaya Partners, LLC manage?**
Sarmaya Partners, LLC reports $32,988,380 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**How have Sarmaya Partners, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Sarmaya Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Sarmaya Partners, LLC report any disciplinary disclosures?**
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

**What changed in Sarmaya Partners, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $32,988,380
- Discretionary: $32,988,380
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $32,988,380 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sarmayapartners.com
- Facebook facebook.com
- Instagram @sarmayapartners
- LinkedIn @sarmayapartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $3,240,000 | 3 | March 14, 2025 |
| October 2026 | $32,988,380 | 6 | February 5, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 2.
- Regulatory assets under management went from $6,000,000 to $32,988,380 (+450%).

### December 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sarmaya Partners, LLC (CRD 330100): Form ADV filing data as of October 2026.