# Suarum Investment Management, LLC

> Suarum Investment Management, LLC is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 334206
- Filed as: SUARUM INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334206
- AdvisorCensus page: https://advisorcensus.com/firm/suarum-investment-management-llc-334206

## Quick answers

**How is Suarum Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Suarum Investment Management, 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.

**Is Suarum Investment Management, LLC registered with the SEC or a state?**
Suarum Investment Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334206.

**How much does Suarum Investment Management, LLC manage?**
Suarum Investment Management, LLC reports $95,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Suarum Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); charitable organizations (1); insurance companies (1).

**Does Suarum Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334206

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $95,000,000
- Discretionary: $95,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $465,000 |
| High net worth individuals | 19 | $47,535,000 |
| Charitable organizations | 1 | $5,000,000 |
| Insurance companies | 1 | $42,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

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

### Websites listed on Form ADV (Item 1.I)
- suarum.net
- LinkedIn @julie-muraco-7372916

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Suarum Investment Management, LLC (CRD 334206): Form ADV filing data as of October 2026.