$21.6M Total AUM
$21.6M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Prime legacy
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- East Greenwich RI
About Gulati Asset Management LLC
Gulati Asset Management LLC is a fee-only RIA providing responsive, personalized investment management and financial guidance. The firm builds diversified, asset-allocation portfolios tailored to each client’s goals, time horizon, and risk tolerance—balancing capital preservation, income, and long-term growth. Uses ETFs and mutual funds and custody platforms such as Schwab and Fidelity/NFS.
Team overview
54 AVG AGE
$21.6M AVG AUM / ADVISOR
$527.8K AVG AUM / CLIENT
18.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Pathway north Beacon momentum Oak Foundation Bridge Fusion timber
Custodian
Glacier Unison horizon Bridge
Investment Themes
Pathway timber Signal Value
Investment Vehicles
Element foundation
Services
Meridian Optima Peak Oak momentum Eagle Fusion bridge Eagle bridge Focus oak Foundation legacy
Technology
Quantum timber
Owner & Executives
RAMESH JASON GULATI
Financial Advisor, General Partner, Manager, Owner
- CRD
- #2294321
- Ownership
- 75% or more
(952) 965-5399
wave.radial@focuscapital.com
in linkedin.com/in/glacier-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,641,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,641,250 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,641,250
Equity - Exchange:
41.1% Public Funds:
25.7% Cash:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $267,479,738 | 41.1% |
| Public Funds | $167,256,186 | 25.7% |
| Cash | $216,066,358 | 33.2% |
| Total | $650,802,282 | 100.0% |