Artha Investments L.L.C.

Artha Investments L.L.C. provides discretionary portfolio management and individualized investment planning for individual and high-net-worth clients, developing investment policy statements to set goals, time horizons, risk tolerance and target asset allocation. The firm recently began offering investment management services (April 2026) and currently reports no assets under management or active SEC-registered advisors.

The firm’s investment process relies primarily on fundamental analysis and a long-term, buy-and-hold orientation that prioritizes U.S. and foreign equities, with bonds and REITs used as secondary holdings and cash or money-market instruments held when opportunities are limited. Portfolios are constructed and reviewed against client-specific objectives, and the firm requires clients to use its recommended custodian (Interactive Brokers) and executes trades on an individual-account basis rather than through aggregated block trading.

Notable for a firm in this regulatory category, Artha provides direct portfolio management to individual clients—a service that is relatively uncommon among peers without active registered advisors—and it does not serve as a private fund adviser. The firm operates as a single-owner practice with a business continuity plan that identifies reliance on the principal and contemplates dissolution in the event of the principal’s death, which may affect long-term continuity for some clients.