C
$16.6M Total AUM
$16.6M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-2021
- Office Locations
- 1
Office Locations
1204 Lakefield Place Johns Creek GA
About Chanakya Business Ventures LLC
Chanakya Business Ventures LLC is a Cumming-based RIA. The firm has been operating for 4 years. Managing $16.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$16.6M AVG AUM / ADVISOR
$240.4K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Jugalkishor Shivnarayan Malpani
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #7274157
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,587,807 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,587,807 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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