Gupta Partnership

Gupta Partnership is a state-registered investment adviser that provides discretionary investment management and personalized portfolio construction for a small number of private individuals and businesses, managing client accounts such as regular, joint, IRA, Roth IRA and trust accounts. The firm manages roughly $26 million in assets across a limited client base and provides continuous advice tied to each client’s individual objectives.

The firm follows a long-term, value-oriented, bottom‑up approach, conducting fundamental research to estimate intrinsic value and building concentrated, high-conviction portfolios generally holding fewer than 15 positions; it expects clients to have a time horizon of five years or longer. Its investment program may include a wide range of instruments — common stock, foreign securities, derivatives, convertibles, distressed and illiquid securities — and portfolio construction is guided by a written investment policy statement that captures goals, risk tolerance and client‑imposed restrictions.

What distinguishes Gupta Partnership from many peers is its use of performance‑based fee arrangements for qualified clients and the brochure’s detailed disclosure of a hurdle/high‑water mark method for assessing such fees, together with public-facing materials (website and LinkedIn) where performance‑related information is shared. The firm’s disclosures also emphasize foreign investing and investment‑company considerations, indicating it manages accounts or exposures that involve non‑U.S. markets and investment‑company structures.