Prakash Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,142,371
Clients
80
Advisors
2
across 2 offices
About
The firm provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. It offers customized portfolio construction and ongoing client interaction, and is compensated on a percentage-of-assets basis while also providing hourly consulting for select engagements.
Investment decisions are grounded in fundamental analysis and tailored to each client’s goals and risk tolerance, with portfolios that may include individual equities, mutual funds, ETFs, corporate bonds, limited partnerships and other illiquid holdings. The firm typically pursues longer-term strategies but may trade for rebalancing or cash needs and explicitly uses options and other derivative strategies in separately managed accounts to hedge positions or gain exposure.
Compared with many peers, the firm is led by a sole owner who serves as president and chief compliance officer and functions as the primary supervisory person, operating a small team that manages roughly $161 million for about 80 clients on a discretionary basis. It also maintains an institutional custody relationship that provides technology and other benefits, discloses occasional due-diligence reimbursements from product sponsors, and accepts legacy or specialized holdings when they fit a client’s overall plan.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.0% annually $1,000,001 - $2,000,000: 1.8% annually $2,000,001 - $3,000,000: 1.6% annually $3,000,001 - $4,000,000: 1.4% annually $4,000,001+: 1.0% annually
$250 per hour, negotiable depending on circumstances
Main office
See officeLas Vegas NV
Advisors at this office
1
Most active in
California · Louisiana · Massachusetts · Nevada · New Hampshire · Texas
Also doing business as
Piar LLC · Prakash Investment Advisors LLC · Prakash Investment Solutions Inc.
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.
Advisors at this firm
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