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 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
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 2MOHNISH 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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