Gupta Partnership is an investment management firm established in 2018 by Shaurya Gupta. We invest in publicly traded companies on behalf of a select group of high-net-worth & institutional clients. Our goal is to compound our clients' capital at outsized rates over time, while prioritizing the preservation of their wealth.
We invest using the value investment principles popularized by Warren Buffett. We aim to earn superior returns by making long-term investments in exceptional businesses that are undervalued relative to their future prospects. We focus on dominant businesses with sustainable competitive advantages, mission-focused cultures, and long runways for profitable growth.
“As time goes on, I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes.” - John Maynard Keynes
We understand that the flat account management fees charged by most investment managers dramatically eat away at your wealth gain over time. Therefore, we do not charge "qualified clients" any account management fees for the privilege of investing your hard earned capital. Instead, we earn a performance-based reward only in years where your account value grows above a certain threshold. We only get paid if your wealth is growing adequately with time. Our goal is to share in your success, and never to profit at your expense. We cherish our client-aligned fee structure and the win/win relationship it fosters.
The state of California only allows this performance-based reward structure to be offered to qualified clients. If you do not meet the definition of a qualified client, we will have to arrange a flat account management fee. In this case, we promise to set your account management fee as low as possible.
*Please reach out below if you have questions regarding the definition of "qualified client" as per the Investment Advisers Act of 1940
Shaurya Gupta is the Managing Partner of Gupta Partnership LLC. He is a Series 65 holder with a B.S. from UC Berkeley Haas School of Business. His focus is on compounding his clients' capital at the highest rate he safely can, and redistributing a large portion of the wealth he personally earns to those in need.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By Appointment
Copyright © 2019 Gupta Partnership LLC - All Rights Reserved.
Gupta Partnership LLC (“Gupta Partnership”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Gupta Partnership in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Gupta Partnership, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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