Krishna Portfolio Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,540,691
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$140,063
About
Krishna Portfolio Management is a recently formed, state-registered investment adviser that offers discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. As of the brochure date the firm reported no clients or assets under management and generally implements portfolios using equity securities and corporate and government debt obligations.
The firm’s investment approach emphasizes tactical asset allocation guided by fundamental analysis, with implementation that can include long-term holdings, shorter-term trades, sector weighting through specific stock selections, and use of cash positions as possible hedges. Krishna typically manages accounts on a discretionary basis and charges advisory fees calculated as a percentage of assets under management, with custody and reporting handled through qualified custodians.
A few features distinguish Krishna from many peers: it is a single-advisor, newly established firm whose principal remains employed full time outside the advisory business as a clinical pharmacist, and the brochure discloses no clients or prior advisory track record. The firm also states it does not accept compensation for the sale of securities or other investment products and reports no material affiliations with broker-dealers or other financial industry firms.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Up to 2.0% per annum, payable quarterly in arrears, negotiable based on account size and complexity
Account minimum: $50,000 (may accept lower at sole discretion) Fee-only: Fee-based investment advisory services; no commissions or asset-based sales charges
Main office location
Krishna Portfolio Management
Orlando FL, United States
Number of offices
1
Most active in
Krishna Portfolio Management has reported serving >5 clients in these states in the last 12 months.
Florida
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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