Srinivasa Katragadda is a registered investment advisor at Vivcap LLC, based in Cumming, GA, with 4 years of industry experience. Srinivasa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Cumming, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Srinivasa is the President of Softoholic Systems, LLC, advising on software design and development, and a Managing Member of Neemtree Ephemeral Investments, LLC, managing business filings. He also works full-time as a Principal Software Engineer at Fair Isaac Corporation, designing and developing software.
Employment History
Current Registrations
Vivcap LLC
State Registrations4 states
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