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 held LLC that registers as an SEC adviser (since 2012) and operates as a multi-strategy investment manager with explicit hedge fund and private equity fund activity. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, charging both a percentage-of-assets fee and performance-based fees. Ownership is recorded as a domestic entity and individual combination, and the firm is not positioned as a capital allocator or pension consultant. It does not report being an active ESG investor or a multi-state adviser.

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
  • Mohnish Pabrai

    Mohnish Pabrai

    Portfolio ManagerCRD 6028632

  • Fahed Missmar

    Fahed Missmar

    Senior Vice PresidentCRD 6626203

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