K
CRD: 310785
Kalantry Advisors LLC
Forest Hills, NY
7185442772
$17.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
49 ADV. Clients
5 yrs Firm Age
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- Custodian
- Citibank · Folio Investments · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-21-2020
- Office Locations
- 1
Office Locations
-- Forest Hills NY
About Kalantry Advisors LLC
Kalantry Advisors LLC is a Forest Hills-based RIA. The firm has been operating for 5 years. Managing $17.1M in total assets under management, with 2 advisory representatives. They custody assets with Citibank and Folio Investments. Services offered include Financial Planning, Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$348.6K AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Eagle summit Focus
Investment Themes
Delta bridge
Investment Vehicles
Catalyst pioneer
Services
Element Ember Peak vector
Owner & Executives
D
DWARKA PRASAD KALANTRY
Chief Compliance Officer, Partner
- CRD
- #1578232
- Ownership
- 50% but less than 75%
(576) 732-3900
value.matrix@embercapital.com
in linkedin.com/in/optima-value
S
SUNEIL KALANTRY
Partner
- CRD
- #7295176
- Ownership
- 50% but less than 75%
(387) 302-9169
fusion.timber@matrixcapital.com
in linkedin.com/in/value-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,080,990 | -- |
| Total | $17,080,990 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,080,990
Equity - Exchange:
35.5% Cash:
64.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $612,666,629 | 35.5% |
| Cash | $1,113,154,860 | 64.5% |
| Total | $1,725,821,489 | 100.0% |