Kalantry Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 310785
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.09%
- Individuals18.91%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kalantry Advisors LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to allocate capital effectively, emphasizing a fee structure based on a percentage of assets under management. Kalantry Advisors is not classified under any specific investment category and does not engage in ESG investing. The firm also selects other advisers to enhance its investment offerings, catering to a client base that consists mainly of individuals and families.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Suneil Kalantry
Investment Adviser RepresentativeCRD 7295176
Dwarka Kalantry
PartnerCRD 1578232
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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