PABRAI WAGONS ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$104M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
WEST LAKE HILLS, Texas
CRD number
283147
Registered since
September 28, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Pabrai Wagons Advisors is an SEC-registered LLC focused on institutional portfolio management with a fee model tied to assets under management. The firm is structured as a domestic, individually owned entity and is registered to operate as a commodity pool operator or commodity trading advisor in addition to providing portfolio management for investment companies. Its regulatory profile and stated business affiliations indicate the firm both sponsors and serves as a general partner or managing member of pooled investment vehicles, which positions it to run pooled funds or specialized vehicles alongside advising institutional mandates. The firm does not present itself as an active ESG investor, and it is not designated a multi-state adviser or pension consultant. It operates under a single fee arrangement based on a percentage of AUM and serves an institutional client base rather than retail households. Filings also identify the firm as a related adviser within a broader group of advisers, suggesting it may operate in tandem with affiliated advisory entities or funds.

Assets & Accounts

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
  • KIMBERLY ENGLEMAN

    Chief Compliance OfficerCRD 8049357

Contacts

2 of 2
  • MOHNISH PABRAI

    Portfolio ManagerCRD 6028632

  • FAHED MISSMAR

    Senior Vice PresidentCRD 6626203

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

FINTRX

Location

Primary office

WEST LAKE HILLS, TX

TRAVIS

Location

WEST LAKE HILLS, TX

Headquartered in WEST LAKE HILLS, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
4407 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth