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CRD 329576
JERSEY CITY, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Kiran Kumar Devarapalli | Chartered Financial Analyst | JERSEY CITY, NJ | 2 | 11 | 4 | yes |
| VPS Bhavani Pyla | n/a | JERSEY CITY, NJ | 0 | 11 | n/a | no |
| Nilanjan Das | Chartered Financial Analyst | JERSEY CITY, NJ | 0 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Devarapalli, Kiran Kumar | FOUNDER, CEO, AND CHIEF COMPLIANCE OFFICER | E | yes | 12/2023 | Dec 22, 2023 | Oct 7, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Jan 24, 2025 | $58.6M | $58.6M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $117M | n/a | n/a | n/a | n/a | 2 | n/a | 0 | n/a |