Prem Nainani is a registered investment advisor at Aplomado Advisors, LLC, based in Dallas, TX, with 6 years of industry experience. Prem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aplomado Advisors manages investments for private funds, charging a quarterly management fee of 0.375% of the fund's net assets (1.5% annually), paid in advance. They also receive a performance-based profit allocation. For managed accounts, they may charge an annual management fee of up to 1.5%, negotiable with each client. Clients also reimburse Aplomado for their share of investment-related expenses.
Location
3811 Turtle Creek Blvd., Suite 950, Dallas, TX, 75219
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Regulatory History
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.
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Prem is a managing member of Renner Capital Partners, LLC, a registered investment advisor that is being wound down. He spends minimal time on this activity.
Employment History
Current Registrations
Aplomado Advisors, LLC
Previous Registrations
Renner Capital Partners, LLC
State Registrations1 state
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