Gupta Partnership

Overview

Gupta Partnership is organized as a limited liability company and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for private individuals, small businesses, and for business or institutional accounts. Its compensation model includes a percentage-of-AUM fee and structures that permit performance-based fees. The firm is not identified as a capital allocator and does not characterize itself as an active ESG investor. It is not registered as a multi-state adviser and is not newly formed. Advisory responsibilities are focused on discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives