Pabrai Investment Funds

RIASEC RegisteredEst. 2012
Total AUM
$936M
Discretionary
$936M
100% of AUM
Avg account
$117M
Accounts
8
Employees
3
Advisory reps
3

Firm details

Headquarters
West Lake Hills, Texas
CRD number
161471
Registered since
March 12, 2012
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.81%
  • Pension & Profit Sharing Plans0.18%
  • Corporations / Businesses0.01%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pabrai Investment Funds is a privately structured investment manager organized as an LLC and registered with the SEC in 2012. The firm operates as a hybrid manager: it is described as a hedge fund, private equity fund manager and multifaceted fund manager that primarily serves institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles; compensation includes both a percentage-of-assets fee and performance-based fees. Pabrai does not present itself as an active ESG investor and is not registered as a multi-state adviser. Industry affiliations noted include other investment adviser roles and CPO/CTA relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Kimberly Engleman

    Chief Compliance OfficerCRD 8049357

Contacts

2 of 2
  • Fahed Missmar

    Fahed Missmar

    Senior Vice PresidentCRD 6626203

  • Mohnish Pabrai

    Mohnish Pabrai

    Portfolio ManagerCRD 6028632

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Lake Hills, TX

Travis

Location

West Lake Hills, TX

Headquartered in West Lake Hills, TX, in the South of the United States.

Region
South
County
Travis
Address
4407 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth