Gupta Partnership
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,880,253
Clients
13
Advisors
2
of 2 employees
About
Gupta Partnership provides discretionary investment management to private individuals and business clients, implementing individually tailored portfolios across regular, joint, IRA, Roth IRA, and trust account types. The firm emphasizes ongoing portfolio supervision and does not participate in wrap-fee programs.
Its investment approach is long-term and value-oriented, using bottom-up fundamental analysis to identify securities trading at a material discount to intrinsic value and generally holding a concentrated, high-conviction set of positions. The firm may invest in a broad set of instruments—including common stocks, derivatives, convertibles, distressed and foreign securities—and uses an onboarding questionnaire to ensure client goals align with its multi-year time horizon.
Compared with many peers, Gupta Partnership discloses and offers performance-based fee arrangements to qualified clients and documents a formal hurdle-rate and high‑water‑mark methodology in its disclosure materials. The brochure also notes activity with at least one non‑U.S. account executed through a non‑U.S. broker and discusses investing in investment companies and ETFs, reflecting experience beyond a purely domestic retail client base.
Client services
Expertise
Fee options
Performance fees ranging from 15% to 25% of net appreciation, based on the Hurdle Rate Method with a current hurdle rate of 6%, negotiated client-by-client and paid annually in arrears.
Account minimum: $3,000,000
Main office
Miami FL
Advisors at this office
2
Most active in
California · Florida
Also doing business as
Gupta Partnership · Gupta Partnership LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
Advisors at this firm
Deepak G
Series 65
Miami, FL
Gupta Partnership
Deepak Gupta is a financial advisor at Gupta Partnership with eight years of industry experience. He holds a Series 65 designation and has also served as the Global Head of Software as a Service at Volante Technologies since 2019. Gupta previously managed a pizza franchise business through Khazana LLC, which has since closed. Gupta Partnership provides discretionary investment management to private individuals and business clients, focusing on long-term, value-oriented portfolios constructed through bottom-up fundamental analysis. The firm serves various account types and employs performance-based fee arrangements for qualified clients.
Shaurya G
Series 65
Miami, FL
Gupta Partnership
Shaurya Gupta is a financial advisor at Gupta Partnership in Miami, FL, holding a Series 65 designation with eight years of industry experience. He has worked at Gupta Partnership since 2018 and previously held roles as a self-employed advisor and at Meson Capital LLC. Gupta Partnership provides discretionary investment management to private individuals and business clients, focusing on long-term, value-oriented portfolios constructed through bottom-up fundamental analysis. The firm manages a range of account types and employs a concentrated investment strategy across diverse securities, with an emphasis on ongoing portfolio supervision.
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