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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2018
- Office Locations
- 1
Office Locations
About Gupta Partnership
Gupta Partnership is a California-based investment management firm founded in 2018 by Shaurya Gupta (Founder & CIO). The firm manages portfolios for a select group of high-net-worth and institutional clients, investing in publicly traded companies using long-term, Buffett-style value principles focused on dominant businesses with durable advantages. For qualified clients, it uses a client-aligned, performance-based fee structure rather than a flat management fee.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Owner & Executives
Shaurya Gupta
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #6945795
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Deepak Gupta
Senior Vice President
- CRD
- #6990915
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,547,990 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,547,990 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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