Mohnish N. Pabrai

PABRAI INVESTMENT FUNDS

West Lake Hills, TX 78746-6496

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CRD#: 6028632

Professional summary

Mohnish None Pabrai, who also goes by Mohnish Omprakash Pabrai, is a registered financial advisor currently at PABRAI INVESTMENT FUNDS located in West Lake Hills, Texas and PABRAI WAGONS ADVISORS located in West Lake Hills, Texas.

Mohnish is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mohnish has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mohnish Omprakash Pabrai

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mohnish None Pabrai's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 14, 2021 - Present

PABRAI INVESTMENT FUNDS

Office #1: 4407 Bee Cave Road Suite 513, West Lake Hills, TX 78746-6496

RIA

CRD#: 161471

West Lake Hills, TX

Current

September 29, 2022 - Present

PABRAI WAGONS ADVISORS

Office #1: 4407 Bee Cave Road Suite 513, West Lake Hills, TX 78746-6496

RIA

CRD#: 283147

West Lake Hills, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PABRAI INVESTMENT FUNDS

DALAL STREET, LLC | PABRAI INVESTMENT FUNDS

CRD#: 161471 / SEC#: 801-74230

RIA

Registered Investment Advisory firm - (3/12/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/14/2021)

IAR

Texas
(9/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PABRAI INVESTMENT FUNDS

DALAL STREET, LLC | PABRAI INVESTMENT FUNDS

CRD#: 161471 / SEC#: 801-74230

RIA

Registered Investment Advisory firm - (3/12/2012 Approved)

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Contact information

Main Address

4407 Bee Cave Road Suite 513, West Lake Hills, TX 78746-6496

Mailing Address

Phone number

(512) 999-7110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

DALAL STREET, LLC DBA PABRAI INVESTMENT FUNDS (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 1,113,194,523

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/07/2024	Cover Page	Report
07/18/2023	Cover Page	Report
09/22/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mohnish N. Pabrai

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mohnish None Pabrai's CRS (Customer Relationship Summary).

Certified licenses

Experience

PABRAI INVESTMENT FUNDS

PABRAI WAGONS ADVISORS

Primary Firm SEC Registration

PABRAI INVESTMENT FUNDS

State Registrations and Notice Filings

Exams

Current Firm

PABRAI INVESTMENT FUNDS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PABRAI INVESTMENT FUNDS

TRUST BUT VERIFY

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