IndoUsequities LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
12
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
Very LowAverage account size
$0
About
Indousequities LLC provides discretionary investment management to high‑net‑worth, accredited individuals, family offices, and pooled investment vehicles, offering long/short, hedge‑fund‑style strategies with a primary sector focus on technology, media, and telecom (TMT). Clients establish custody directly with Interactive Brokers, and the firm limits its role to making buy/sell/hold decisions while IBK handles execution, custody, and reporting.
The firm employs a bottom‑up, growth‑oriented stock‑picking process that emphasizes deep fundamental research into earnings and free‑cash‑flow potential, and it uses derivatives and selective short positions to hedge and pursue absolute returns; its approach entails frequent trading and attention to downside risk. Indousequities manages accounts on a fully discretionary basis and provides daily trade reports through the custodian plus monthly investor letters to clients.
Noteworthy features include an explicit aim to make long/short strategies available to smaller HNW accounts (minimum $200,000) without lock‑ups and without adviser access to client cash, and a stated cross‑border investment experience that supports service to non‑U.S. clients. The brochure also discloses that the firm currently does not charge performance‑based “carry” fees despite offering hedge‑style services, and it includes a historical NYSE censure in its disciplinary disclosures.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
0.1666% per month
Account minimum: $200,000
Main office location
IndoUsequities LLC
15 Armand Ct
Holmdel NJ 07733-1666, United States
Number of offices
2
Most active in
IndoUsequities LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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
Advisors at this firm
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