P
CRD: 163994
Prakash Investment Advisors LLC
LAS Vegas, NV
9782739747
$161.5M Total AUM
$161.5M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-27-2012
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Prakash Investment Advisors LLC
Prakash Investment Advisors LLC is a LAS Vegas-based RIA. The firm has been operating for 13 years. Managing $161.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$161.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Meridian
Client Personas
Vertex vertex
Investment Vehicles
Capital glacier
Services
Optima zenith Vertex summit Summit Pioneer Focus harbor Catalyst matrix Unison peak
Owner & Executives
P
PRAKASH DEVENDRANATH SIMHA
Agent, Chief Compliance Officer, President
- CRD
- #2970036
- Ownership
- 75% or more
(510) 796-8884
harbor.prime@capitalcapital.com
in linkedin.com/in/timber-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,458,039 | $568,514 |
| Non-Discretionary | $0 | -- |
| Total | $161,458,039 | $568,514 |
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Separately Managed Accounts
Total SMA Asset: $161,458,039
Equity - Exchange:
10.0% Derivatives:
23.1% Cash:
25.5% Private Funds:
20.1% Public Funds:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $179,682,722 | 10.0% |
| Derivatives | $415,067,089 | 23.1% |
| Cash | $458,190,942 | 25.5% |
| Private Funds | $361,162,272 | 20.1% |
| Public Funds | $382,724,198 | 21.3% |
| Total | $1,796,827,223 | 100.0% |