Sarmaya Partners, Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 330100
· SEC file 801-131861
· San Antonio, TX
· sarmayapartners.com
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ADV data as of Feb 05, 2026
- Regulatory AUM
- $33.0M
- Discretionary
- $33.0M
- Clients
- 1
- Avg AUM / client
- $33.0M
- Accounts
- 1
- Employees
- 6
AUM over time
$0
$33.0M
Dec 20, 2024
Feb 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $33.0M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Engelmann, Karl, R S | Chief Compliance Officer And Chief Operations Officer | Jan 2024 (3y) | 50% – 75% | |
| Wasif Ahmad Latif | Chief Investment Officer | Jan 2024 (3y) | 50% – 75% | |
| Julie Christina Parham | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 928 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗