Subnani Investment Research, LLC

Overview

Subnani Investment Research, LLC is a small, owner-operated independent registered investment adviser serving individual and family clients, along with some small business relationships. The firm emphasizes discretionary portfolio management and financial planning, delivering advisory work through a combination of percentage-of-AUM fees and hourly billing. Advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars and workshops. Investment posture is equity‑tilted with a clear preference for non-exchange traded equities, suggesting the firm pursues off‑market or privately negotiated equity positions alongside conventional public-market exposures. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices