Subnani Investment Research, LLC

Overview

Subnani Investment Research, LLC is an independent, Texas-registered LLC that advises individual and family clients. The firm is owned by an individual and operates as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. Its advisory offerings also include pension consulting support and educational seminars or workshops. Compensation is a mix of percentage-of-assets-under-management and hourly billing. The firm reports no emphasis on ESG investing and does not present itself as a multi-state or newly formed adviser. It does not act as a capital allocator, which suggests it relies on third-party managers and standard investment vehicles rather than operating proprietary alternative investment programs.

Assets & Accounts

Investments & Alternatives

Location & Offices