Pabrai Wagons Advisors
Firm details
- Headquarters
- West Lake Hills, Texas
- CRD number
- 283147
- Registered since
- September 28, 2022
- Website
- www.dhandhofunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Pabrai Wagons Advisors is an SEC-registered institutional RIA organized as an LLC and recorded as registered in 2022. The firm serves institutional clients and charges fees based on a percentage of assets under management. It operates in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) functions and provides portfolio management services for investment companies. The firm does not present itself as a capital allocator; instead it engages with external managers and serves as a sponsor/manager of pooled vehicles. Industry affiliations noted include acting as an investment adviser and sponsor, and as a general partner or managing member of pooled investment vehicles. ESG investing is not indicated as an active focus.
Assets & Accounts
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
Owners & executives
1 of 1Kimberly Engleman
Chief Compliance OfficerCRD 8049357
Contacts
2 of 2
Mohnish Pabrai
Portfolio ManagerCRD 6028632

Fahed Missmar
Senior Vice PresidentCRD 6626203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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