Gupta Partnership
Firm details
- Headquarters
- ,
- CRD number
- 297012
- Website
- gupta-partnership.com
- Custodians
- CHARLES SCHWAB & CO., INC., DMA MAURITIUS, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI66.23%
- Investment Companies33.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gupta Partnership is a privately owned LLC that provides discretionary portfolio management to both individuals/families and institutional clients. The firm charges a percentage-of-AUM fee schedule and also collects performance-based fees. Its advisory mandate covers portfolio management for individuals and small businesses as well as for businesses or institutions. Gupta Partnership is not flagged as an active ESG investor and is not identified as a multi-state adviser; it is not classified as a capital allocator and is not a newly formed adviser.
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 Equities100%
Contacts
2 of 2
Shaurya Gupta
Managing PartnerCRD 6945795
Deepak Gupta
Investment Advisor RepresentativeCRD 6990915
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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