Sattva Investment Management Co. Ltd. (Cayman Islands)

Sattva Investment Management Co. Ltd. is a large advisory firm based in Cayman Islands. It manages $50 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Sattva Investment Management provides portfolio management for individuals and small businesses and 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.

Sattva Investment Management: assets under management

The assets under management (AUM) of Sattva Investment Management Co. Ltd. is $50 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sattva Investment Management Co. Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sattva Investment Management Co. Ltd.

Ronald Evan Tompkins has been acting as President since 1 Nov 2003. Craig Blaser Lindsay joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samir Surendra Shah	Managing director	1 Nov 2003	75% - 100%	5075918
Ronald Evan Tompkins	Director	1 Nov 2003	Other	4955697
Craig Blaser Lindsay	Chief financial officer	1 Jan 2004	Other	5077096

Based in Cayman Islands

The principal office where Sattva Investment Management Co. Ltd. performs its advisory services is located at No. 309 Gt, Ugland House, Cayman Islands, , which is also the mailing address of the firm. It doesn’t run an office outside of the United States.