C
Chanakya Business Ventures LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,698,523
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
64
48% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
HighAverage account size
$167,164
About
Chanakya Business Ventures LLC provides ongoing portfolio management primarily for individual and high‑net‑worth clients, creating a written Investment Policy Statement for each client and seeking discretionary authority to implement tailored portfolios. The firm’s advice generally focuses on equities and ETFs and may include options in client portfolios.
CBV’s investment process is grounded in fundamental analysis and can include long‑term and short‑term trading, margin transactions, and a variety of options strategies; it documents risk tolerances in the IPS, may use model allocations, and conducts regular portfolio monitoring. Clients receive monthly account reporting from the custodian and the firm reviews accounts at least annually or when triggered by material events.
Compared with many solo independent advisers, CBV’s brochure indicates it also serves charitable organizations and corporate or business clients in addition to individuals, and it is willing to accept performance‑based fee arrangements that use a hurdle tied to the S&P 500. Operationally, the firm requires use of a specified custodian and does not aggregate trades across multiple client accounts, which are notable differences from common peer practices.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Occupation focus
Independent Contractor
Fee options
$100,000 - $250,000: 1.50% $250,001+: 1.25%
1.50% annual fee of assets under management plus 10.00% performance fee on capital appreciation exceeding the S&P 500 hurdle rate
Account minimum: $100,000
Main office location
Chanakya Business Ventures LLC
Johns Creek GA, United States
Number of offices
1
Most active in
Chanakya Business Ventures LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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