Semper Sursum Investments LLC
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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
Expertise
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
11524 Comano Dr
Austin TX 78747
Advisors at this office
1
Most active in
Texas
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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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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.
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