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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-20-2018
- Office Locations
- 1
Office Locations
About Titania Investments LLC
Titania Investments LLC is an independent, fiduciary RIA providing institutional consulting and governance for corporations, foundations/endowments, pension and nonprofit plans, and municipalities, alongside customized portfolio and wealth management for individuals and families. The firm builds IPS-driven, risk-managed asset allocation portfolios (including ETFs) and coordinates with tax/legal partners on trust planning, using a fee-only, no-commission model with client-selected custody (e.g., Interactive Brokers).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Karthikeyan Radhakrishnan
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4953308
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,167,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,167,726 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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