Artha Capital Management, Inc (Stamford)

Name: Artha Capital Management, Inc
Address: 300 First Stamford Place, Stamford, CT, 06902
Telephone: 203.653.5300

Artha Capital Management, Inc is a large advisory firm based in Stamford. It manages $1.01 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Artha Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Artha Capital Management: assets under management

The assets under management (AUM) of Artha Capital Management, Inc is $1.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.01 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $337.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artha Capital Management, Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Artha Capital Management, Inc

Jaideep Khanna has been acting as President since 1 May 2002. Gst Exempt Family Trust Fbo Descendants Of Jaideep Khanna Under Article Ii Of The 2009 Khanna Grat U/A/D/ 1/2/09 joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jaideep Khanna	President/director	1 May 2002	50% - 75%	1718547
Michael Heinz Schwabe	Secretary/director	1 May 2002	25% - 50%	2378750
Robert Munro	Chief financial officer/cco	1 Dec 2005	Other	2565532
Adam Samuel Jaffe	Chief compliance officer	1 May 2007	Other	2723231
Savvas Savvinidis	Chief operating officer	1 May 2008	Other	5047709
Jason Robert Riesel	General counsel/chief compliance officer	1 Jan 2010	Other	5149194
Mark J Yacos	Chief financial officer	1 Dec 2010	Other	5483992
Gst Exempt Family Trust Fbo Descendants Of Jaideep Khanna Under Article Ii Of The 2009 Khanna Grat U/A/D/ 1/2/09	Shareholder	1 Jan 2011	Other	45-6761143
Non Exempt Family Trust Fbo Descendants Of Jaideep Khanna Under Article Ii Of 2009 Khanna Grat U/A/D 1/2/09	Shareholder	1 Jan 2011	Other	45-6761160
Gst Exempt Family Trust Fbo Descendants Of Michael Schwabe Under Article Ii Of The 2009 Schwabe Grat U/A/D 1/2/09	Shareholder	1 Jan 2011	Other	45-6761179
Rachel Khanna	Trustee of gst-exempt family trust fbo descendants of jaideep khanna under article ii of the 2009 khanna grat u/a/d/ 1/2/09	1 Jan 2011	Other	3044046
Margaret Maclean Mirabile Schwabe	Trustee of gst-exempt family trust fbo descendants of michael schwabe under article ii of the 2009 schwabe grat u/a/d 1/2/09	1 Jan 2011	Other	6178810

Based in Stamford

The principal office where Artha Capital Management, Inc performs its advisory services is located at 300 First Stamford Place, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203.653.5300 or by fax 203.328.7510. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at arthacapital.com.