Jeereddi Investments, LP (Los Angeles)

Jeereddi Investments, LP is a mid-sized advisory firm based in Los Angeles. It manages $73.54 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Jeereddi Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeereddi Investments: assets under management

The assets under management (AUM) of Jeereddi Investments, LP is $73.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeereddi Investments, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jeereddi Investments serves?

The only and largest group of clients of Jeereddi Investments is pooled investment vehicles with 2 clients and $73.54 million of assets under management. Among the 3 most similar advisory firms, Jeereddi Investments has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $73.54 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Jeereddi Investments also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Jeereddi Investments, LP

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Jeereddi Capital	General partner	1 Dec 2008	Other	26-3804486
Naveen Jeereddi	Chief compliance officer and limited partner	1 Dec 2008	75% - 100%	2791514
Kenneth Craig Suslow	Chief compliance officer	1 Jan 2012	Other	2784468
Raghu Ram Reddy	Chief compliance officer	1 Mar 2012	Other	6045360

Based in Los Angeles

The principal office where Jeereddi Investments, LP performs its advisory services is located at 6430 Sunset Boulevard, Los Angeles, CA 90028, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310.550.7270 or by fax 310.510.6805. The normal business hours are 8:00am - 5:00pm on Monday - Friday.