Kalantry Advisors LLC
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About
Kalantry Advisors LLC provides ongoing portfolio management and investment advisory services primarily to individual and high-net-worth clients, and also works with pension and profit-sharing plans. The firm prepares a client-specific Investment Policy Statement, conducts portfolio monitoring, and facilitates access to third-party money managers and managed account solutions.
Kalantry operates primarily on a non-discretionary basis: it documents clients’ goals, risk tolerance, and time horizon in an IPS and implements recommendations only with client authorization, with at least annual reviews. The firm uses a mix of analytical approaches (fundamental, quantitative, technical, modern portfolio theory) and may utilize long- and short-term trading, margin and options strategies, while coordinating with an external managed-account platform that acts as a co-advisor under tri-party arrangements.
Distinctive features include that all reported assets are managed non-discretionarily, a structure that is uncommon among peers that typically accept discretionary authority. The firm is affiliated with an accounting practice—its principals also provide accounting services and devote material time to that business—creating potential referral relationships and conflicts disclosed in its brochure; the firm also relies on a single managed-account platform and custodian for investment solutions and operational support.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001+: 0.75%
Main office
Forest Hills NY
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Suneil K
CFA®
Forest Hills, NY
Kalantry Advisors LLC
Suneil Kalantry is a CFA® charterholder and financial advisor at Kalantry Advisors LLC with six years of experience at the firm and a total of twelve years in the industry through his affiliation with Kalantry LLP. He is also a CPA and partner at Kalantry LLP, where he occasionally provides accounting-related advice or products to clients. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, delivering client-specific investment policy statements, portfolio monitoring, and access to third-party money managers and managed account solutions.
Dwarka K
CFA®, Series 63, Series 66
Forest Hills, NY
Kalantry Advisors LLC
Dwarka Kalantry is a CFA® charterholder with 38 years of industry experience. He is a principal of Kalantry Advisors LLC and has previously worked at Sagepoint Financial, Inc., as well as operating as a self-employed CPA since 1976. He continues to maintain an active CPA practice through a partnership structure. Kalantry Advisors LLC provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm operates mainly on a non-discretionary basis, using a combination of analytical approaches and coordinating with an external managed-account platform.
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