Advisor at Trident Advisory Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trident Advisory Partners, LLC
Location
Apex, NC
Credentials
CFA®, Series 66
Industry experience
< 1 year
Shailesh Kshatriya is a CFA® charterholder and holds a Series 66 license with over 15 years of industry experience. He is currently with Trident Advisory Partners, LLC, where he has worked since 2025. Prior to this, he spent five years at Russell Investments USA and eleven years at Russell Investments Canada. Trident Advisory Partners provides investment advisory consulting primarily to other registered investment advisers, as well as high-net-worth clients and fund investors. The firm focuses on mutual funds, real estate funds, ETFs, venture capital funds, and private placements, employing a range of analytical approaches including cyclical, fundamental, and quantitative analysis to support portfolio construction and due diligence.
Based on Trident Advisory Partners, LLC
Based on Trident Advisory Partners, LLC
$0+: Administrative Support Only: 0.15% $0+: Investment Advisory Only: 0.25% $0+: Bundled Administrative Support and Advisory: 0.40%
$250 - $500 per hour
Fee-only: Fixed consulting fees generally between $25,000 and $50,000 per year, negotiated based on scope; hourly fees range from $250 to $500 per hour
Apex, NC
North Carolina
Trident Advisory Partners, LLC
2025 - Present (1 year)
UnEmployed
2025 - 2025 (1 year)
Russell Investments USA
2019 - 2024 (5 years)
Russell Investments Canada
2008 - 2019 (11 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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