Kalantry Advisors LLC is a registered investment advisor based in Forest Hills, New York, founded in August 2020 by Suneil Kalantry and Dwarka Kalantry. The firm provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon through custom Investment Policy Statements. Kalantry Advisors also offers selection of other advisers services, directing clients to third-party managers such as SEI Private Trust Company for managed account solutions. The firm's investment advice generally covers mutual funds, fixed income securities, equities, exchange-traded funds, inflation-linked bonds, and private placements. Kalantry Advisors emphasizes a fiduciary commitment to act in clients' best interests while managing portfolios on a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are generally negotiable. When utilizing third-party managers such as SEI Private Trust Company, Kalantry Advisors charges its standard fee on top of the third-party fee, with total combined fees not exceeding 2.00% of the portfolio's value.