D
$35.4M Total AUM
$33.4M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2019
- Office Locations
- 1
Office Locations
809 Cuesta DR STE B #3090 Moutian View CA
About Disruptiveseculargrowth Corporation
Disruptiveseculargrowth Corporation is a Mountain View-based RIA. The firm has been operating for 7 years. Managing $35.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$35.4M AVG AUM / ADVISOR
$442.7K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sri Lakshman Palasamudram
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7077642
- 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 | $33,405,328 | -- |
| Non-Discretionary | $2,012,534 | -- |
| Total | $35,417,862 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
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Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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