GADDAM, BHARATH
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 341521
Firm profile
FINTRXOverview
Bharath Gaddam operates a sole-proprietorship advisory vehicle with a very limited public footprint. The adviser is classified as unclassified and is run by an individual principal. Reported regulatory flags indicate it is not a multi-state adviser, not an active ESG investor, not set up as a pension consultant, and is not identified as a capital allocator. There is no material public description of ongoing retail advisory business or expanded advisory services; the firm’s identifiable investment activity centers on a single private fund vehicle.
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
Contacts
1 of 1BHARATH GADDAM
CRD 8245336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 650 Pamlar Ave
- Time zone
- PT (UTC-8)
- Office locations
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