$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-19-2021
- Office Locations
- 1
Office Locations
-- Cumming GA
About Vivcap LLC
VIVCAP LLC is an independent RIA led by Srini Katragadda (CCO) providing discretionary asset management and portfolio construction for retail and institutional clients. The firm’s SMA approach is predominantly ETF-based, with asset-allocation and infrastructure themes, and custody through Interactive Brokers.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$528.0K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Srinivasa Rao Venkata Katragadda
Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7463639
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,983,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,983,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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