Arga Investment Management, LP

RIASEC Registered
Total AUM
$24.6B
Discretionary
$24.6B
100% of AUM
Avg account
$332M
Accounts
74
Employees
49
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
153665
Registered since
August 13, 2012
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles39.31%
  • State / Municipal Government29.72%
  • Investment Companies23.26%
  • Other Investment Advisers5.58%
  • Pension & Profit Sharing Plans1.63%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Arga Investment Management, LP is an institutional RIA organized as a limited partnership that is SEC-registered (initial registration in 2012). The firm serves institutional clients and charges both a percentage-of-AUM fee and performance-based fees. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. The firm also serves as a sponsor/GP/managing member for pooled vehicles. Arga reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, Other 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • Other1%

Owners & executives

2 of 2
  • Avula Krishna

    Avula Krishna

    Founder and Chief Investment OfficerCRD 1735580

  • Neda Clark

    Neda Clark

    Chief Compliance OfficerCRD 5930946

Contacts

1 of 1
  • Peter Carman

    Peter Carman

    Non-Executive ChairmanCRD 1022238

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

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3390 Mary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth