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Naveen Reddy Gollapally

Advisor at gnrfunds LLC

Updated today
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Firm

gnrfunds LLC

Location

Morrisville, NC

Credentials

Series 65

Industry experience

4 years

About

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Client services

Based on gnrfunds LLC

Portfolio management

Expertise

Based on gnrfunds LLC

Active portfolio management Concentrated stock management Options & derivatives strategies

Occupation focus

Based on gnrfunds LLC

Executive

Fee options

Percentage

0.5% annually

Performance-based

12.5% of (Yearly Gain - 6% hurdle rate), paid annually in arrears

Location

Morrisville, NC

Most active in

California · North Carolina · Texas

Work history

gnrfunds LLC

2021 - Present (5 years)

Epsilon Data Management LLC

2011 - 2022 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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