Kanaka Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kanaka Strategies provides discretionary portfolio management for individual and high-net-worth clients through separately managed accounts held at qualified custodians such as Interactive Brokers. The firm acts under a limited power of attorney to select and trade securities on clients’ behalf and implements trades without prior client approval as part of its discretionary authority.
The firm’s investment process combines charting, technical and fundamental analysis and may use long and short equity positions as well as options strategies. It relies on brokerage platforms that support block trading and option executions, and clients can view account holdings and performance through the custodian’s reporting tools.
A distinctive feature disclosed in the brochure is the routine use of derivatives—specifically options—in separately managed accounts, which is uncommon among peers and indicates a more active, tactical trading style. The brochure also discloses that the adviser and affiliated accounts may trade the same securities as clients; the firm maintains a Code of Ethics, trade aggregation procedures and transaction pre-clearance to address potential conflicts.
Client services
Expertise
Fee options
0.2% per month (equivalent to 2.4% annually)
Main office
Cupertino CA
Advisors at this office
1
Most active in
California
Also doing business as
Godbole Anil Vasant · Godbole, Anil · Kanaka Strategies
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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