S
Silpa Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary investment advisory services to individual investors, including those who meet the regulatory definition of a "Qualified Client," and also serves as adviser to a private investment fund. It is currently in a pre-launch phase and reports no client assets under management at the time of this filing.
The firm uses fundamental analysis to select publicly traded securities intended for long-term holdings and tailors advice to each client’s investment objectives and financial situation. It generally manages accounts on a discretionary basis, conducts monthly reviews of holdings, and provides quarterly account reports while requiring clients to use the broker-dealer selected by the firm for trade execution.
Distinctive aspects include its role as a private fund adviser with fund offering documents governing certain client arrangements and fund operating expenses borne by the fund, a feature that is uncommon among similarly sized independent advisers. The principal’s technical doctoral education and ongoing software engineering work, together with formal policies such as a Code of Ethics, mandatory pre-clearance for personal trades, trade aggregation procedures, and a planned surprise-custodian examination, further differentiate the firm’s operational profile from many peers.
Client services
Financial planning
Portfolio management
Fee options
1% per annum, calculated and paid monthly in arrears
Main office location
Silpa Services LLC
New York NY, United States
Number of offices
1
Most active in
Silpa Services LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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