S
Semper Sursum Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Semper Sursum Investments LLC provides discretionary investment management primarily through separately managed accounts (SMAs), directing security selection and trade execution on clients’ behalf. Compensation arrangements include standard asset‑based fees and, for qualified investors, performance‑based fee options; the firm reported $0 in assets under management as of March 30, 2026.
The firm employs a fundamental, bottom‑up investment process conducted in‑house, emphasizing multi‑year time horizons, scenario analysis, and stress testing of capital structures to assess total return. Its strategies are global and may deploy a broad set of instruments — including equities, fixed income, derivatives, REITs, MLPs, distressed securities and ETFs that provide indirect exposure to Bitcoin — depending on client objectives.
Noteworthy elements relative to peers include the firm’s offering of no‑cost educational seminars and workshops for prospective and existing clients, a service the brochure describes as general financial education rather than personalized advice. The brochure also highlights that research is performed entirely in‑house and that the adviser may combine conventional and specialized exposures (e.g., Bitcoin ETFs, distressed positions) and accept performance‑based arrangements for qualified clients.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Private / alternative investments
Cross-border & expatriate issues
Fee options
25% of net capital gains above a 6% annual hurdle rate and high-water mark, assessed annually for qualified clients only
Account minimum: $100,000
Main office location
Semper Sursum Investments LLC
11524 Comano Dr
Austin TX 78747, United States
Number of offices
1
Most active in
Semper Sursum Investments LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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