GUPTA PARTNERSHIP

GUPTA PARTNERSHIP is an SEC-registered investment adviser (CRD 297012). Regulatory assets under management: $34.5M.

Registration

• CRD: 297012
• Type: Registered investment adviser
• Phone: 925-202-1010
• Latest filing: 2026-08-03
• Regulatory AUM: $34.5M
• Discretionary AUM: $34.5M
• Clients: 2
• Accounts: 21

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297012 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search