A complete list of active advisors currently associated with Karani Asset Management LLC
Warmer can help you find a great advisor at Karani Asset Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Karani Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 3
|
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