JEEREDDI INVESTMENTS, LP

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GLENDALE, California
CRD number
158075
Registered since
March 27, 2023

Firm profile

FINTRX

Overview

Jeereddi Investments, LP is a small, privately organized limited partnership that focuses on a mix of liquid public equities and private-market strategies. Registered in 2023, the firm operates as a sponsor and general partner for pooled investment vehicles, suggesting it runs its own funds rather than acting primarily as a traditional advisory practice for retail clients. The firm is not positioned as an active ESG investor, is not registered as a multi-state adviser, and does not report itself as a capital allocator in the sense of operating broadly across outside managers. Investment activity centers on concentrated public equity positions alongside direct allocations to private deal structures. The firm’s public equity sleeve is modest relative to total AUM, and its structure—two advised funds and GP/sponsor activity—points to a hybrid model where Jeereddi both manages pooled vehicles (hedge strategies) and holds principal capital across private placements, real estate, and credit opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • NAVEEN JEEREDDI

    Founder and CEOCRD 2791514

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

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Location

Primary office

GLENDALE, CA

LOS ANGELES

Location

GLENDALE, CA

Headquartered in GLENDALE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
500 N Brand Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth