This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- AtlasDelta
- Established Date
- 01-03-2019
- Office Locations
- 1
Office Locations
About Csuite Investment LLC
CSuite Investment is a California-registered RIA serving Silicon Valley executives, entrepreneurs, and other high-net-worth clients with investment management and financial planning. Portfolios are primarily ETF-based, with asset allocation and portfolio construction supported by advanced tax planning from a CPA/Certified Tax Coach. Custodied at Charles Schwab and TD Ameritrade. Founder/CIO Sam Timilsina has large-wirehouse experience and has led multiple U.S. patent inventions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SAMUNDRA TIMILSINA
Chief Compliance Officer, Managing Member
- CRD
- #5718799
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,091,024 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,091,024 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $45,091,024
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,998,813,059 | 72.9% |
| Cash | $370,150,566 | 13.5% |
| Derivatives | $372,892,423 | 13.6% |
| Total | $2,741,856,048 | 100.0% |