Namsoft Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338837
- Registered since
- December 16, 2025
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.92%
- Individuals5.88%
- Corporations / Businesses1.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Namsoft Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm provides discretionary portfolio management for both individuals and families as well as for businesses and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as fixed-fee engagements. Namsoft does not identify itself as an active ESG investor and is not listed as a multi-state adviser. The firm’s advisory scope is concentrated on portfolio management for individuals/small businesses and for business or institutional accounts rather than pension consulting or related-adviser activities.
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 Equities73%
- Cash & Cash Equivalents26%
- Derivatives1%
Owners & executives
2 of 2Shashank Chiranewala
Chief Executive OfficerCRD 8173283
Richard Chen
Partner, Chief Compliance Officer & General CounselCRD 7292162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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