Chanakya Business Ventures LLC

RIASEC Registered
Total AUM
$16.6M
Discretionary
$16.6M
100% of AUM
Avg account
$240K
Accounts
69
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
309886
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI80.74%
  • Individuals18.21%
  • Corporations / Businesses1.05%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Chanakya Business Ventures LLC is a small, owner-operated limited liability company that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports a client mix that includes both individual/family and institutional relationships. It does not identify as an ESG-focused or multi-state adviser in the available data. The business is positioned around direct portfolio management rather than serving as a capital allocator or pension consultant. Advisory activities recorded in filings emphasize personalized portfolio management for individual and small business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jugalkishor Malpani

    Jugalkishor Malpani

    Chief Compliance OfficerCRD 7274157

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth