Gnrfunds LLC
Firm details
- Headquarters
- ,
- CRD number
- 313395
- Website
- www.gnrfunds.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals76.77%
- HNWI23.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gnrfunds LLC is a small, privately owned advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm shows a clear tilt toward equities, running client accounts primarily through exchange-traded instruments and layering in mutual funds and external alternative managers where appropriate. Fee arrangements include both a percentage-of-AUM component and performance-based fees, which indicates the manager may pursue active, outcome-oriented strategies and allocate to vehicles that justify incentive fees. Custody and trading are handled through a low-cost, execution-focused custodian, supporting frequent or tactical equity activity.
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 Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Naveen Reddy Gollapally
Managing PartnerCRD 7346726
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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