The KARMA CAPITAL ADVISORS PVT is a privately held investment adviser that advises $742mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. KARMA CAPITAL ADVISORS PVT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 0.42 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at FLOOR 12U, SUITE I, REMI COMMERCIO OFF VEERA DESAI ROAD, ANDHERI (W), MUMBAI, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 27 employees comprised of 7 investment and 20 non-investment staff. The total number of Employees remained the same over the last few years.
Their $742mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 20 other accounts. Assets of Sovereign Wealth Funds and Foreign Official Institutions clients own $685.02mn or 92.32% of Total Assets and Individuals own $31.66mn or 4.27% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Sovereign Wealth Funds and Foreign Official Institutions and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
KARMA CAPITAL ADVISORS PVT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In KARMA CAPITAL ADVISORS PVT's case, they have 6 business conditions that require high process maturity and 0 Watch Factors.