Naai Investment Management LLC
Firm details
- Headquarters
- San Jose, California
- CRD number
- 336527
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Services
- Portfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Naai Investment Management LLC is a privately held limited liability company operating under individual ownership. The firm provides advisory services focused on portfolio management for businesses and institutions, offers pension-consulting support, and conducts educational seminars or workshops. Its compensation arrangements are flexible and include percentage-of-AUM fees, hourly billing, fixed-fee engagements, performance-based structures, and other bespoke arrangements. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser. It is classified in the source data as "unclassified" and is not designated as a capital allocator or a related adviser. Public-facing details about its client segments and longevity are limited in the available record.
Assets & Accounts
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
Contacts
1 of 1
Natalie Huh
FounderCRD 6625600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 3003 N 1st St
- Time zone
- PT (UTC-8)
- Office locations
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