Deep Think Investments
Firm details
- Headquarters
- ,
- CRD number
- 305920
- Website
- www.deepthinkinvestments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.98%
- Individuals1.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Deep Think Investments is a small, independent RIA organized as a limited liability company that focuses on fee-based portfolio management and financial planning for individual and family clients. The firm charges a mix of percentage-of-AUM and fixed fees and operates as a discretionary manager across its client base. Investment activity centers on liquid equity markets, with a clear preference for exchange-traded securities; the firm appears to run concentrated equity-oriented strategies delivered through separately managed accounts and exchange-traded products. Deep Think Investments does not position itself as an ESG-focused manager, multi-state adviser, pension consultant, or capital allocator to external managers, and its business scope is oriented toward individuals and small businesses rather than institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Satyadeep Tummala
Chief Executive ManagerCRD 7181537
Contacts
2 of 2Rajesh Tummala
CCO, Managing MemberCRD 7181536
Hymavathi Tummala
Office ManagerCRD 7181538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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