DT Investment Management Ifsc LLP

RIASEC RegisteredEst. 2025
Total AUM
$192M
Discretionary
$192M
100% of AUM
Avg account
$64.1M
Accounts
3
Employees
5
Advisory reps
7

Firm details

Headquarters
Gift City Gandhi Nagar Gujarat,
CRD number
334387
Registered since
February 12, 2025
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.14%
  • Other43.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DT Investment Management Ifsc LLP is an independent registered investment adviser organized as a limited liability partnership. The firm registered with the SEC in 2025 and is owned by an individual. Its client focus is institutional investors and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements combine a percentage of assets under management with performance-based fees, consistent with the firm’s role advising pooled funds. DT Investment Management also acts in sponsor and general partner capacities for pooled vehicles, and identifies itself as an investment adviser and sponsor/GP/managing member on filings. The firm does not report being an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Jay Thakkar

    Jay Thakkar

    Chief Financial OfficerCRD 6325644

Contacts

3 of 6
  • Nimit Tanna

    DirectorCRD 6776656

  • Hansa Tanna

    PartnerCRD 8023678

  • Nehal Tanna

    PartnerCRD 8023666

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Gift City Gandhi Nagar Gujarat, null

Location

Gift City Gandhi Nagar Gujarat, null

Headquartered in Gift City Gandhi Nagar Gujarat, null.

Address
Unit 155seat 13grnd Flrpragya Accelerator Ii
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth