Chanakya Capital Partners (Ebene)

Chanakya Capital Partners is a large advisory firm based in Ebene. It manages $264.4 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2014.

Chanakya Capital Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chanakya Capital Partners: assets under management

The assets under management (AUM) of Chanakya Capital Partners is $264.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1222% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $264.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.07 million each.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 9% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chanakya Capital Partners for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Jean Marc Ulcoq serves?

The only and largest group of clients of Jean Marc Ulcoq is pooled investment vehicles with 2 clients and $25.7 million of assets under management. Among the 12 most similar advisory firms, Chanakya Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $25.7 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Chanakya Capital Partners also advises several private funds.

Careers at Chanakya Capital Partners

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.

Jean Marc Ulcoq has been acting as President since 1 Nov 2013. Suresh Ayodya Mahadevan joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jean Marc Ulcoq	Director	1 Nov 2013	Other	6232050
Vedanta Holdings Ltd.	Shareholder	1 Nov 2013	75% - 100%	foreign
Subiraj Gujadhar	Director	1 Nov 2013	Other	6325646
Jenny Men Lin Lam Kam Yue	Director	1 Nov 2013	Other	6325647
Jay Girish Thakkar	Chief compliance officer and chief financial officer	1 Apr 2014	Other	6325644
Trust Investment Advisors Private Limited	Shareholder	1 Feb 2017	75% - 100%	foreign
Nimit Tanna	Director	1 Mar 2017	Other	6776656
Siddharth Mehta	Director	1 Mar 2017	Other	6231722
Anindya Sen	Director	1 Mar 2017	Other	6800685
Ashish Mehta	Director	1 Apr 2017	Other	6800686
Suresh Ayodya Mahadevan	Director	1 May 2018	Other	4808648

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Nipa Sheth	Shareholder	1 Feb 2001	75% - 100%	6776661
Trust Capital Services (I) Private Limited	Shareholder	1 May 2006	75% - 100%	foreign
Siddharth Mehta	Shareholder	1 Sep 2006	75% - 100%	6231722

Based in Ebene

The principal office where Chanakya Capital Partners performs its advisory services is located at Unit 3, Gc, Ground Floor, 19 Bank Street, Ebene, 72201, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number + 230-468-1677 or by fax + 230-468-1677. The normal business hours are 8:00 - 17:30 (mauritius time) on Monday - Friday.