Indousequities LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Holmdel, New Jersey
CRD number
329894
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Indousequities LLC is an owner-operated limited liability company that functions as an independent registered investment adviser focused on individual and family clients. The firm’s documented advisory activity centers on portfolio management for individuals and small businesses. Ownership is held by an individual rather than an institutional sponsor, and the adviser does not identify as a capital allocator or as having related-adviser relationships. The adviser charges both a percentage-of-assets fee and performance-based fees, indicating a compensation mix that ties at least part of revenue to investment results. Indousequities LLC does not report itself as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a pension consultant. The firm’s SEC registration year is not provided in the available data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Bhimeswararao Grandhi

    Bhimeswararao Grandhi

    CEO, Chief Compliance OfficerCRD 1128996

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

Holmdel, NJ

Monmouth

Location

Holmdel, NJ

Headquartered in Holmdel, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Monmouth
Address
15 Armand Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth