Karani Asset Management LLC

RIASEC Registered

Total AUM

$55.1M

Discretionary

$55.1M

100% of AUM

Avg account

$2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 297922
Registered since: August 27, 2018
Website: www.karaniasset.com
Custodians: FIDUCIARY TRUST, FROST BROKERAGE SERVICES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI65.58%
Corporations / Businesses31.2%
Other12.58%
Individuals3.22%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Karani Asset Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2018. The firm serves both high-net-worth individuals and family clients as well as institutional investors, offering portfolio management services with a focus on individual and small-business accounts. Its fee model combines a traditional percentage-of-AUM schedule with performance-based fees for at least some client relationships. Karani shows a clear tilt toward equity markets and exchange-traded instruments and does not identify itself as an ESG-focused manager, pension consultant, or multi-state adviser.