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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-18-2012
- Office Locations
- 1
Office Locations
About Proforza Advisors LLC
ProForza Advisors LLC provides systematic, technology-driven investment solutions for institutional and retail clients, built on its proprietary ARBi process that blends AI/ML with quantum-physics concepts and the Efficient Market Hypothesis. Offerings include benchmark-aware mandates targeting low tracking error plus “pure alpha,” delivered through a client’s broker/custodian (including Interactive Brokers) or ProForza’s custodial platform.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
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- Platform
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- Technology
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Owner & Executives
SUNIL K PAI
Managing Director, President
- CRD
- #5509293
- Ownership
- 75% or more
XI SHAO
Managing Director
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Proforza Advisors LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.