Overview
Assets Under Management: $111 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 20
Average Client Assets: $2.1 million
Frequently Asked Questions
KARANI ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297922), KARANI ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
KARANI ASSET MANAGEMENT LLC is headquartered in NEW YORK, NY.
KARANI ASSET MANAGEMENT LLC serves 20 high-net-worth clients according to their SEC filing dated February 26, 2024. View client details ↓
According to their SEC Form ADV, KARANI ASSET MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
KARANI ASSET MANAGEMENT LLC manages $111 million in client assets according to their SEC filing dated February 26, 2024.
According to their SEC Form ADV, KARANI ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.06%
Average Client Assets: $2.1 million
Total Client Accounts: 36
Discretionary Accounts: 36
Regulatory Filings
CRD Number: 297922
Filing ID: 1832776
Last Filing Date: 2024-02-26 17:18:00