Namsoft Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338837
- Registered since
- December 16, 2025
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.92%
- Individuals5.88%
- Corporations / Businesses1.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Namsoft Advisors, LLC is a small LLC-structured registered investment adviser that provides discretionary portfolio management for both individual and institutional clients. The firm is SEC-registered (registration year listed as 2025) and is classified in FINTRX as Unclassified. Its advisory scope includes portfolio management for individuals and small businesses as well as for businesses or institutional clients. Fee arrangements include percentage-of-assets-under-management and fixed-fee options. Namsoft does not identify as an active ESG investor and is not identified as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities73%
- Cash & Cash Equivalents26%
- Derivatives1%
Owners & executives
2 of 2Shashank Chiranewala
Chief Executive OfficerCRD 8173283
Richard Chen
Partner, Chief Compliance Officer & General CounselCRD 7292162
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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