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AS Investment Partners LLC

AS Investment Partners LLC. CRD 329772

AS Investment Partners LLC logo

CRD: 329772

AS Investment Partners LLC

$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Hsbc ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
02-01-2024
Office Locations
1

Office Locations

-- Leander TX

About AS Investment Partners LLC

AS Investment Partners is a fundamental value investment partnership focused on undervalued public equities and special situations, emphasizing margin of safety and a long-term horizon. Founded and managed by Abhay Srivastava, CFA, the firm structures strong client alignment with no management fee and incentive compensation only on returns above 6% annually (for qualified clients). Research and ongoing commentary are published via its SkyMemos blog.

Team overview

41 AVG AGE
$2.4M AVG AUM / ADVISOR
$220.5K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
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Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

CRM

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

A

Abhay Srivastava

Chief Compliance Officer, Chief Investment Officer, Managing Member

CRD
#6962784
Ownership
75% or more
Available
Available
Available

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,425,146 --
Non-Discretionary $0 --
Total $2,425,146 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Total Available Available

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