INVESTALL, INC.
Adviser information for INVESTALL, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 6,998 | $26.6M |
| Total | 6,998 | $26.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 6,998 | $4.6M |
| HNW Individuals | <5 | $22.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | PROVIDE COMPUTER GENERATED ALGORITHMIC MODEL SIGNALS TO 3RD PARTY INVST ADVISORS & RETAIL CLIENT USERS OF ADVISER'S MOBILE APP |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-110150 |
|---|---|
| SEC ERA File Number | 801-110150 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285955 |
| Legal Entity Identifier | None |
Principal Office
100 WALL STREETSUITE 901
NEW YORK
NY
United States
Monday - Friday, 8:00AM - 6:00PM EST
Tel: 212-995-9191, Fax: None
Chief Compliance Officer
BALKRISHNA SHAGRITHAYA
100 WALL STREET
SUITE 901
NEW YORK
NY
United States
Tel:
212-995-9191
B***************@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Shah, Jonathan | Individual | – | SHAREHOLDER | 02/2017 | 25-50% |
| SHAGRITHAYA, BALKRISHNA | Individual | – | CHIEF EXECUTIVE AND CHIEF COMPLIANCE OFFICER | 01/2019 | 25-50% |
| JAS TRUST | Domestic Entity | – | SHAREHOLDER | 06/2018 | 5-10% |
| SHAH, ABBAS, ALI | Individual | JAS TRUST | TRUSTEE | 06/2018 |