SN
SN

Srikanth Nagarajan

7 Years of Experience
Princeton, NJ

Srikanth Nagarajan is a registered investment advisor at Berunda Capital Management, based in Princeton, NJ, with 7 years of industry experience. Srikanth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $4.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.9M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

5 Independence Way, Suite 300, Princeton, NJ, 08540-6627

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Srikanth is the CEO of Valan Global Solutions, a company that provides data analytics and investment research support.

Employment History
Current Registrations
Berunda Capital Management
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Berunda Capital Management
September 2018 - August 2018 · 0 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.