Gulati Asset Management LLC

Overview

Gulati Asset Management LLC is a small, individual-owned advisory firm focused on portfolio management for individuals, families and small businesses, with the capacity to serve business or institutional clients. The firm charges a percentage of assets under management and may also bill hourly for advisory work. Its stated activity lines emphasize discretionary portfolio management rather than pension consulting or multi-state adviser services. Gulati does not identify as an active ESG investor. Investment activity centers on exchange-traded equities as the primary vehicle, complemented by mutual funds and corporate debt. The firm also uses a suite of alternative exposures — hedge funds, real estate, commodities, digital currency and oil & gas — to expand diversification and target uncorrelated return streams for clients. Given the asset base and client profile, their approach appears geared toward blended core equity exposure with selectively allocated alternatives to address income, inflation hedging and growth objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices