Anand Srivastava is a registered investment advisor at Aptos Capital LLC, based in Menlo Park, CA, with 10 years of industry experience. Anand 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 $560K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aptos Capital manages a private investment fund and offers two fee structures:
- Accredited Investors: Pay a management fee of 1.5% per year, charged quarterly.
- Qualified Clients: May elect to pay a performance fee instead of the management fee. The performance fee is 25% of new profits earned over a 6% hurdle rate.
Location
Menlo Park, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anand works full-time as a Senior Systems Engineer at Voya Financial Inc. in San Jose, CA, since 2012, serving as the lead Weblogic administrator.
Employment History
Current Registrations
Aptos Capital LLC
State Registrations1 state
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