$8.7M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
3 Employees
21 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- SignalValue element +more
- Established Date
- 11-01-2020
- Office Locations
- 1
Office Locations
1-23-5 Berjaya Central Park Jalan Ampang Kuala Lumpur, Wilayah Perseketuan --
About Khaveen Investments
Khaveen Investments is an SEC-registered investment adviser providing investment management, advisory, and research with a global approach. The firm serves accredited/qualified investors and institutional investment professionals, with access to investor materials gated via an investor login. Its portfolios include ETF and fixed income exposure, and it publishes investment research publicly, including via Seeking Alpha.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$414.3K AVG AUM / CLIENT
5.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Value summit Alpha horizon Oak oak Vital legacy Meridian North Vertex wave Eagle Oak
Client Personas
Zenith
CRM
North Prime optima
Custodian
Fusion beacon Harbor unison Crest Crest pioneer Foundation Legacy quantum Oak Delta capital Matrix quantum Meridian Fusion Bridge Ember Value legacy Momentum Prime north
Investment Themes
Meridian prime Summit pathway
Investment Vehicles
Crest
Platform
Atlas prime
Services
Pathway unison Vector north Vector Pioneer foundation Alpha catalyst Element Pathway Ember vertex
Technology
Vector Frontier eagle Quantum ember Bridge
Owner & Executives
K
KHAVEEN RAJ JEYARATNAM
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(383) 885-6156
peak.momentum@focuscapital.com
in linkedin.com/in/oak-ember
P
PRADEEP PADMANABAN
Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
(711) 762-8323
prime.vector@radialcapital.com
in linkedin.com/in/value-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,900,000 | $325,000 |
| Non-Discretionary | $4,800,000 | $1,600,000 |
| Total | $8,700,000 | $580,000 |
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Separately Managed Accounts
Total SMA Asset: $8,700,000
Equity - Exchange:
29.3% Corporate - Investment Grade:
26.5% U.S. Government/Agency:
44.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $588,615,748 | 29.3% |
| Corporate - Investment Grade | $532,365,779 | 26.5% |
| U.S. Government/Agency | $887,945,942 | 44.2% |
| Total | $2,008,927,469 | 100.0% |