Pabrai Wagons Advisors

RIASEC RegisteredEst. 2022
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$104M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
West Lake Hills, Texas
CRD number
283147
Registered since
September 28, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Pabrai Wagons Advisors is an SEC-registered institutional RIA organized as an LLC and recorded as registered in 2022. The firm serves institutional clients and charges fees based on a percentage of assets under management. It operates in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) functions and provides portfolio management services for investment companies. The firm does not present itself as a capital allocator; instead it engages with external managers and serves as a sponsor/manager of pooled vehicles. Industry affiliations noted include acting as an investment adviser and sponsor, and as a general partner or managing member of pooled investment vehicles. ESG investing is not indicated as an active focus.

Assets & Accounts

Investments & Alternatives

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

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