$6.9M Total AUM
$6.9M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2021
- Office Locations
- 1
Office Locations
-- Morrisville NC
About Gnrfunds LLC
Gnrfunds LLC is a fee-only, independent investment manager based in Irving, TX, providing portfolio management via separately managed accounts for individuals and families. Portfolios aim to compound capital by investing in companies with sustained high returns on equity, with implementation that is largely ETF-based. The firm also manages retirement and 401(k) accounts and custodies with Interactive Brokers.
Team overview
-- AVG AGE
$6.9M AVG AUM / ADVISOR
$459.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
N
Naveen Reddy Gollapally
Chief Compliance Officer, Managing Member
- CRD
- #7346726
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,889,096 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,889,096 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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