Brahma Management Ltd. (New York)


Brahma Management Ltd. is a large advisory firm based in New York. It manages $268.61 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008.

Brahma 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.

Brahma Management: assets under management

The assets under management (AUM) of Brahma Management Ltd. is $268.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and $268.61 million of the total AUM is attributable to clients outside of the United States.

The firm manages $268.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.72 million each.
Brahma Management has custody of $268.61 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brahma Management Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brahma Management serves?

The only and largest group of clients of Brahma Management is pooled investment vehicles with 5 clients and $268.61 million of assets under management. Among the 14 most similar advisory firms, Brahma Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $268.61 million for 5 clients. 100% of the firm’s clients are foreign persons or businesses.

Brahma Management also advises several private funds. Namely, four real estate funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $50,000,000 to $100,000,000.

Careers at Brahma Management Ltd.

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Ltd. Brahma Holdings Shareholder 1 Nov 2005 75% - 100% foreign
Gulbir Singh Madan Director, chief compliance officer 1 Nov 2005 Other 5535542
Dieppe Asset Corp. Shareholder 1 Nov 2007 Other foreign
Galina Listo Chief compliance officer 1 May 2008 Other 4890089
Michael Felix Coughlan Chief compliance officer 1 Sep 2008 Other 3180581
Gulbir Singh Madan Chief compliance officer 1 Nov 2008 Other 5535542
Avantika Nehru Madan Shareholder 1 Jun 2010 Other 6191262

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Galmir Advisory Services Ltd Shareholder 1 Nov 2007 75% - 100% foreign

Based in New York

The principal office where Brahma Management Ltd. performs its advisory services is located at 150 East 58 Th St., New York, NY 10155, 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 212-310-5500 or by fax 212-310-5501. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at brahmamgmt.com.