Shri Advisors

Overview

Shri Advisors is a privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges for advice via a percentage-of-AUM fee schedule and hourly billing. Its operating profile on file indicates a predominantly equity-oriented approach, it is not positioned as a capital allocator, and it does not identify as an active ESG investor. The adviser maintains both discretionary and non‑discretionary mandate capability, and its business is organized around direct portfolio management rather than pension consulting or related-adviser arrangements. The firm is owned by an individual and is classified as an unclassified adviser in the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives