Adviser Profile

As of Date 08/20/2026
Registration SEC, Approved, 08/20/2026
ADV Location BANGALORE, India
Contact Info +91 xxxxxxx
Websites
AUM* 561,523,266
of that, discretionary 561,523,266
Number of Employees 56
of those in investment advisory functions 21
Private Fund GAV* 0
Avg Account Size 268,800
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}