A complete list of active advisors currently associated with Gupta Partnership

Warmer can help you find a great advisor at Gupta Partnership or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gupta Partnership, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Deepak Gupta	Miami, FL	8
Shaurya Gupta	Miami, FL	8

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