Karani Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,875,987
Clients
26
Advisors
1
of 4 employees
About
Karani Asset Management LLC is an SEC-registered investment adviser managing approximately $55 million in discretionary separately managed accounts for roughly 26 clients. It serves both individual clients (including estate planning vehicles) and institutional clients such as charitable organizations, endowments, and foundations, providing portfolio management through separately managed accounts.
The firm follows a fundamentals-driven, buy-and-hold approach seeking long-term capital appreciation principally through investments in publicly traded equity securities, while also using exchange-traded funds, income-oriented mutual funds, U.S. Treasury securities, options and, when appropriate, leverage or short sales to meet client objectives. Accounts are managed pursuant to written investment guidelines and clients may impose reasonable restrictions; Karani notes that portfolios that follow the same strategy may nonetheless diverge due to account-specific circumstances.
What is noteworthy relative to peers is that Karani both offers performance-based fee arrangements and discloses concerns and written procedures addressing the conflicts that can arise from side‑by‑side management of such accounts. The brochure also indicates the firm provides its own supplemental reports (and directs readers to its website) and describes operational particulars — for example, Interactive Brokers clients authorize IB to calculate and pay fees (with a $1,000,000 typical minimum at IB versus $10,000,000 at other custodians) and Karani does not vote proxies for securities custodied at Interactive Brokers.
Client services
Expertise
Fee options
1.00% to 2.00% annually depending on investment strategy
Performance-based fees offered alongside asset-based fees for some accounts; specific fee amounts or percentages not disclosed
Account minimum: $1,000,000 (Interactive Brokers accounts), $10,000,000 (accounts at other custodians), with discretion to accept lesser amounts
Main office
250 West 55th Street, 17th Floor
New York NY 10019
Advisors at this office
1
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 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.
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