Royal Investment Adviser
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
FINTRXOverview
Royal Investment Adviser is organized as a corporation that operates as a hedge fund manager focused on pooled investment vehicles for institutional clients. The firm is owned by an individual and charges both a percentage-of-AUM management fee and performance-based fees consistent with a hedge fund fee model. Its stated business activities include acting as a real estate broker and selling other financial products, and its advisory activity centers on portfolio management for pooled vehicles. Royal Investment Adviser does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Amiteshwar Bhatia
PresidentCRD 7118855
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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