Kautilya N. Palaypu

COW CAPITAL

SACRAMENTO, CA 95811-5226

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CRD#: 7701837

Professional summary

Kautilya Nmn Palaypu is a registered financial advisor currently at COW CAPITAL INC located in Sacramento, California.

Kautilya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kautilya has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1) Management Consultant - Actively serving as Director and/or virtual officer in a few private companies, as an independent consultant. All of these companies conduct non-investment related operational activities (i.e. gold bullion distribution, management consulting, etc.). These companies are, namely: (a) Interups Inc - Serving as Director (b) My Gold Grams Inc (gold bullion distribution company) - Serving as Director These other business activities are conducted outside of the regular office hours of Masala Capital and do not conflict with the business interest of Masala Capital.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kautilya Nmn Palaypu's CRS (Customer Relationship Summary).

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

March 27, 2023 - Present

COW CAPITAL INC

Office #1: 1401 21st St Ste R, Sacramento, CA 95811-5226

RIA

CRD#: 324665

SACRAMENTO, CA

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

California
(3/27/2023)

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

State Security Law Exam

IAR

Series 65

Date: 2/25/2021

Uniform Investment Adviser Law Examination

Current Firm

COW CAPITAL INC

COW CAPITAL INC | MASALA CAPITAL INC

CRD#: 324665 / SEC#: 801-127533

RIA

Registered Investment Advisory firm - (11/6/2023 Terminated)

California

Registered Investment Advisory firm - (10/27/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1401 21st St Ste R, Sacramento, CA 95811-5226

Mailing Address

995 Marsh Rd Ste 102 Unit 208, Redwood City, CA 94063-4441

Phone number

(702) 509-4063

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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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Kautilya N. Palaypu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kautilya Nmn Palaypu's CRS (Customer Relationship Summary).

Certified licenses

Experience

COW CAPITAL INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2021

Current Firm

COW CAPITAL INC

Contact information

Documents

Red Flags

Company Information

COW CAPITAL INC

TRUST BUT VERIFY

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