Royal Investment Adviser

RIASEC Registered
Total AUM
$193K
Discretionary
$193K
100% of AUM
Avg account
$193K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
305333
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Royal Investment Adviser is a small, privately owned corporate adviser that operates as a hedge fund manager and serves institutional clients. The firm provides portfolio management for pooled investment vehicles and charges both a percentage-of-assets fee and performance-based fees. In addition to advisory work, the firm is active as a real estate broker and is registered to sell other financial products. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

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

Contacts

1 of 1
  • Amiteshwar Bhatia

    PresidentCRD 7118855

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth