Investment adviser · CRD 168958
KDP INVESTMENTS LLC
Investment adviser filing (IA)
PATEL, KARTIKEY DAHYABHAI
AHMEDABAD, GUJARAT, India · Form ADV filed Oct 1, 2013
- Regulatory AUM
- $920K Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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: Oct 1, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Subscription · Fixed
Principal office
202 APOLLO ARCADE, NR. RC TECHNICAL, OFF SG HIGHWAY GHATLODIAAHMEDABAD, GUJARAT, 380061, India
CRD 168958
Filing source
Form ADV 759307 · Oct 1, 2013 · 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.