$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 03-07-2025
- Office Locations
- 1
Office Locations
-- Orlando FL
About Krishna Portfolio Management
Krishna Portfolio Management is a Orlando-based RIA. The firm has been operating for 1 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$234.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Radial legacy Alpha
Investment Themes
Ridge wave
Investment Vehicles
Matrix
Services
Harbor Element optima Timber
Technology
Wave
Owner & Executives
D
DHAVALKUMAR BHALODIA
Chief Compliance Officer, Managing Member
- CRD
- #8024372
- Ownership
- 75% or more
(598) 416-3473
horizon.vertex@momentumcapital.com
in linkedin.com/in/pioneer-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,042,481 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,042,481 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,042,481
Equity - Exchange:
41.2% Cash:
58.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,353,460,950 | 41.2% |
| Cash | $1,931,638,444 | 58.8% |
| Total | $3,285,099,394 | 100.0% |