# Sursum Financial

Sursum Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317529
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317529

## About

Sursum Financial LLC is a state-registered investment adviser in Old Saybrook, CT. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Sursum Financial?

No named principal, CEO, CIO, or managing partner has been publicly identified for Sursum Financial LLC. Public records do not list any leadership team members, and the firm has no official website or media presence that names decision-makers.

### How does Sursum Financial source proprietary deal flow?

The firm's deal sourcing methodology is not publicly documented. Without a website, regulatory filings, or media coverage, no information exists about origination networks, GP relationships, or co-investment platforms.

### Does Sursum Financial participate in fund commitments or only direct deals?

There is no public evidence of Sursum Financial making fund commitments, direct investments, or any capital deployments. No portfolio companies, co-investment partners, or fund vehicles have been named in any source.

### What investment stages does Sursum Financial typically target?

The firm's target investment stages — whether venture, growth, buyout, credit, or real assets — are not stated anywhere in public records. All investment-stage preferences remain unknown.

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Last updated: 2026-07-06T01:24:26.345Z

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