KARANI ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 297922
- Registered since
- August 27, 2018
- Website
- www.karaniasset.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, FIDUCIARY TRUST, FNZ TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations53.53%
- HNWI30.49%
- Corporations / Businesses10.04%
- Other4.59%
- Individuals1.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Karani Asset Management LLC is a small, SEC-registered advisory firm formed in 2018 that provides portfolio management for individuals, families and small businesses. The firm charges asset-based fees and may collect performance-linked fees on certain mandates. Its client mix includes both individual/family and institutional relationships. Karani’s investment activity is concentrated on publicly traded equities and exchange-traded products rather than on direct private-market exposures, and it does not self-identify as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1TONI MARTUCCI
Chief Compliance OfficerCRD 1548476
Contacts
2 of 2YOUNGDAWN HA
PartnerCRD 5328362
RICHARD BAYLES
PartnerCRD 15396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$997K in ETFs
100%
$997K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $997K | 1,527 | 100.00% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 250 W 55th St
- Time zone
- ET (UTC-5)
- Office locations
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