SANSKAR ADVISORS, INC.

Overview

Sanskar Advisors, Inc. is an independent registered investment advisor serving individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing investment relationships and project-based planning work. Investment activity tilts heavily toward public equities: the firm’s stated preference is equities and exchange-traded instruments, which make up the bulk of assets under management. Sanskar Advisors is not positioned as a capital allocator; when it uses alternatives, it does so through third-party managers rather than running in-house funds. The firm works with outside professionals (notably accounting affiliates) to support tax and reporting needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices