Chanakya Business Ventures LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,413,897
Clients
68
Advisors
1
of 1 employees
About
Chanakya Business Ventures LLC provides ongoing portfolio management primarily to individual and high‑net‑worth clients, and the firm’s public filings indicate it also reports serving charitable organizations and corporate or business clients. It delivers tailored investment programs and creates an Investment Policy Statement for each client to document goals, time horizon, and risk tolerance, and generally seeks discretionary authority to implement those plans.
The firm’s investment approach centers on fundamental analysis and focuses largely on equities and exchange‑traded funds, with a practice that also uses options, margin, and both long‑ and short‑term trading strategies. CBV emphasizes regular portfolio monitoring, documents client risk tolerances, and transmits monthly account statements through the custodian as part of ongoing service.
Compared with many solo independent advisers, CBV maintains performance‑based fee arrangements with an S&P 500 hurdle and requires clients to use a specific custodian, which it identifies in its brochure, and it discloses that it does not aggregate block trades for multiple clients. The firm’s brochure also notes an outside business activity in information‑technology contracting (approximately 10% of time), a custody practice of fee withdrawals from client accounts, and written policies aimed at equitable allocation of investment opportunities.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 2% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - Up: 1%
For qualified clients: 1.00% to 1.50% of assets under management plus a 10% performance fee on capital appreciation above the S&P 500 hurdle rate. Fees are negotiable.
Account minimum: $100,000
Main office
1204 Lakefield Place
Johns Creek GA 30097
Advisors at this office
1
Most active in
California · Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)