A complete list of active advisors currently associated with Semper Sursum Investments LLC

Warmer can help you find a great advisor at Semper Sursum Investments LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Semper Sursum Investments LLC, 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
Yogesh Modak	Austin, TX	1

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