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CRD#: 324683
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

UNIFI INVESTMENT MANAGEMENT LLP is located at Unit 509, 5th Floor, Hiranandani Signature, Block 13b, Road 1c, Zone 1, Gift Sez, Gift City,, Gandhinagar, Gujarat, null 382355. UNIFI INVESTMENT MANAGEMENT LLP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of UNIFI INVESTMENT MANAGEMENT LLP’s clients are individuals and 0% of their clients are high net worth individuals. UNIFI INVESTMENT MANAGEMENT LLP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at UNIFI INVESTMENT MANAGEMENT LLP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access UNIFI INVESTMENT MANAGEMENT LLP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at UNIFI INVESTMENT MANAGEMENT LLP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for UNIFI INVESTMENT MANAGEMENT LLP Comes From

Understanding the Statistics for UNIFI INVESTMENT MANAGEMENT LLP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Unit 509 5th Floor, Hiranandani Signature, Block 13b, Road 1c, Zone 1, Gift Sez, Gift City,, Gandhinagar, Gujarat, 382355
Phone Number
+91 8939240044
Related websites
https://www.unifiinvestment.com
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
UNIFI CAPITAL PVT LTDPARTNER02/2022
DANGI, PRAMODPRINCIPAL OFFICER02/20227682097
THARAYIL, JIM, JOSEPARTNER02/20227682102
Vittal, Krishna PrasadCHIEF EXECUTIVE OFFICER10/20237886420

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Advisor's working at UNIFI INVESTMENT MANAGEMENT LLP

Avery Tyrone Marsh
AdvisorCheck Check Mark

Avery Tyrone Marsh

RR
CRD#: 4635105
Location:
Troy, MI 48083
Company:
PFS INVESTMENTS INC.
Disclosures:
Experience:
22 years
View Profile
AL
AdvisorCheck Check Mark

Annelyn Alita Lanuza

Annelyn Drollinger, Annelyn A Lanuza
IAR
RR
CRD#: 2802092
Location:
Beverly Hills, CA 90212-2351
Company:
RBC CAPITAL MARKETS, LLC
Disclosures:
Experience:
28 years
View Profile
JD
AdvisorCheck Check Mark

Jonathan Paul Delo

IAR
RR
CRD#: 2599600
CFP®: Certified Financial Planner
Location:
Pearl River, NY 10965
Company:
CETERA INVESTMENT ADVISERS LLC
Disclosures:
Experience:
28 years
View Profile
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