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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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