L. C. Bhandari & Co

RIASEC RegisteredEst. 2012
Total AUM
$344M
Discretionary
$344M
100% of AUM
Avg account
$344M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
158831
Registered since
April 2, 2012
Custodians
JOHN HANCOCK DISTRIBUTORS LLC, PRUCO LIFE INSURANCE COMPANY
Fee structure
Fixed Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

L. C. Bhandari & Co. is a corporation registered with the SEC in 2012 that provides fee-based portfolio management services targeted at businesses and institutional entities. The firm is individually owned, operates under a fixed-fee pricing model, and is classified as unclassified in available records. It does not identify as an active ESG investor, is not designated a multi-state adviser, and is not described as a capital allocator or related adviser in its filings.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • Laxmi Bhandari

    Chief Executive OfficerCRD 2136936

Contacts

1 of 1
  • Basanti Bhandari

    CRD 4393778

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth