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PRAKASH INVESTMENT ADVISORS LLC

Legal name: PIAR LLC

CRD 163994File 801-129979
APPROVED
Retail clients
Disclosure events
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$161.5M
Bottom 25% of cohort (national)
Discretionary AUM
$161.5M
Clients
85
284 accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Apr 25, 2024
Principal office
Not reported
Phone
(978) 273-9747

Assets & accounts

ADV Item 5F
Total regulatory AUM
$161.5M
Discretionary AUM
$161.5M
Non-discretionary AUM
$0
Discretionary accounts
284
Non-discretionary accounts
0
Total accounts
284
AUM per client
$1.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$9.0M
Charitable organizationsFewer than 5$335K
High net worth individuals61$147.7M
Individuals (other than high net worth individuals)19$4.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11E2
  • Q11E3

Filed changes

DateFieldFromToChange
Aug 1, 2026Employees12increased by1
Apr 1, 2026Clients8685decreased by1
Apr 1, 2026AUM$130,308,345$161,458,039increased by$31,149,694
Apr 1, 2026Accounts275284increased by9
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PRAKASH INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRAKASH INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.