MP
MP

Mohnish Pabrai

4 Years of Experience
West Lake Hills, TX

Mohnish Pabrai is a registered investment advisor at Pabrai Wagons Advisors, based in West Lake Hills, TX, with 4 years of industry experience. Mohnish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$46.5M average
Assets Under Management
$46.5M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

Pabrai Wagons Advisors manages investments for the Pabrai Wagons Fund, a mutual fund. Fees are paid directly from the fund and include management fees. Complete fee details are available in the fund's prospectus.

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Location

4407 Bee Cave Road, Suite 513, West Lake Hills, TX, 78746-6496

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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.

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Employment History
Current Registrations
Pabrai Wagons Advisors
September 2022 - Present · 3 yrs 8 mos
Pabrai Investment Funds
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
TX
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.
Mohnish Pabrai - Financial Advisor | TrueAdvisor