⚲
|
Kotak Alternate Asset Managers Limited
✚
| |
---|---|
CRD # | 317952 |
SEC # | 801-127639 |
CIK # | |
AUM | $17.7 BB (2024-06-26) |
Employees | 257 (25% Investors, 0% Brokers) |
Phone | 912243360701 |
Address | 27 Bkc, 7th Floor, Plot Noc27 Mumbai, India |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Kotak Iconic Fund | [2024-06-26] | 0.0 | 270.4 |
VC | Kotak India Growth Fund II | 2023-03-13 | 14.2 | |
Other | Kotak Optimus India Allocation Aggressive Scheme | [2023-03-13] | 0.0 | 0.0 |
Other | Kotak Optimus India Allocation Moderate Scheme | [2023-03-13] | 0.0 | 0.0 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 542 | 4.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 22 | 3.4 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 296 | 3.4 |
(n) Other | 0 | 0.0 |
Total | 860 | 11.5 |
By Discretionary | ||
Discretionary | 15 | 3.1 |
Non-Discretionary | 845 | 8.4 |
Total | 860 | 11.5 |
By Non-United States Persons | ||
Non-United States Persons | 11.5 | |
United States Persons | 0.0 | |
Total | 860 | 11.5 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Gaurav Aggarwal | 16 | |||
Dipak Gupta | 6 | |||
Gaurang Shah | 5 | |||
Jaimin Bhatt | 4 | |||
Nishant Kumar | 4 | |||
Rajeev Saptarshi | 4 | |||
Oisharya Das | 4 | |||
Sriniwasan Subramanian | 4 | |||
Shanti Ekambaram | 3 | |||
Lakshmi Iyer | 2 | |||
View All |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Johnson Investment Counsel Inc
✚
|
OH | 18.6 |
Newedge Advisors LLC
✚
|
LA | 18.4 |
TRowe Price Hong Kong Limited
✚
|
18.3 | |
Stonehage Fleming Investment Management Limited
✚
|
18.3 | |
H&H International Investment LLC
✚
|
CA | 18.0 |
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
17.9 | |
Belle Haven Investments LP
✚
|
NY | 17.7 |
Invesco Managed Accounts LLC
✚
|
WA | 17.5 |
Bandhan AMC Limited
✚
|
17.4 | |
Lincoln Investment Planning LLC
✚
|
PA | 17.2 |