Chanakya Business Ventures LLC
Firm details
- Headquarters
- ,
- CRD number
- 309886
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.74%
- Individuals18.21%
- Corporations / Businesses1.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Chanakya Business Ventures LLC is a small, owner-operated limited liability company that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports a client mix that includes both individual/family and institutional relationships. It does not identify as an ESG-focused or multi-state adviser in the available data. The business is positioned around direct portfolio management rather than serving as a capital allocator or pension consultant. Advisory activities recorded in filings emphasize personalized portfolio management for individual and small business clients.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Jugalkishor Malpani
Chief Compliance OfficerCRD 7274157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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