Saurabh Khandelwal is a registered investment advisor at Compounding Gems Advisors, LLC, based in Leander, TX, with 2 years of industry experience. Saurabh 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 $380K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compounding Gems Advisors manages a fund and charges a management fee based on the capital account balance of investors:
- Class A Investors (not "qualified clients"): 2.5% per year, paid quarterly in advance.
- Class B Investors ("qualified clients"): 1.5% per year, paid quarterly in advance.
Class B investors also pay a performance allocation based on net profits, subject to a high-water mark:
- 100% of net profits between an 8.0% and 9.2% annual return.
- 15% of profits exceeding a 9.2% annual return.
Location
Leander, TX
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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.
Learn about disclosures →Other Business Activities
Saurabh is a co-operator of SocInvest, an investment-related blog, dedicating minimal time to it. He is also a partner in Compounding Gems Capital Advisors LLP in India, spending nearly all of his business time on matters related to the Fund and the India Fund.
Employment History
Current Registrations
Compounding Gems Advisors, LLC
State Registrations2 states
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