PANDYA, SANDEEP MADHAVLAL
PANDYA, SANDEEP MADHAVLAL of CUPERTINO, CA is an SEC-registered investment adviser (CRD 113178). Regulatory assets under management: $1.4B.
Registration
- CRD: 113178
- SEC file number: 801-60660
- Type: Registered investment adviser
- Location: 20380 TOWN CENTER LANE, SUITE 205, CUPERTINO, CA, 95014
- Phone: 408-257-7711
- Latest filing: 2022-03-29
- Regulatory AUM: $1.4B
- Discretionary AUM: $899.0M
- Non-discretionary AUM: $542.0M
- Clients: 2
- Accounts: 606
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| PANDYA SANDEEP | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| SP- ACCOLADE SPV, LP | Other Private Fund | — | 0 | — | $250K |
Fund service providers (1)
- administrator: CARTA INVESTOR SERVICES, INC.
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