Investment adviser · CRD 297922
KARANI ASSET MANAGEMENT LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $151M Form ADV · Item 5.F
- Client accounts
- 43 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 2 | $80,756,118 | 53.5% |
| High-net-worth individuals | 26 | $46,005,955 | 30.5% |
| Corporations & businesses | 2 | $15,148,749 | 10.0% |
| Other clients | 1 | $6,924,526 | 4.6% |
| Individuals | 12 | $2,038,309 | 1.4% |
Filing source
Form ADV 2066338 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
250 WEST 55TH STREET, 17TH FLOORNEW YORK, NY, 10019, United States
CRD 297922
Filing source
Form ADV 2066338 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.