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KARANI ASSET MANAGEMENT LLC

CRD 297922File 801-113904
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.9M
Bottom 25% of cohort (national)
Discretionary AUM
$150.9M
Clients
42
43 accounts
Employees
4
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Aug 27, 2018
Principal office
250 WEST 55TH STREET, 17TH FLOOR, NEW YORK, NY, 10019
Phone
646-593-7450

Assets & accounts

ADV Item 5F
Total regulatory AUM
$150.9M
Discretionary AUM
$150.9M
Non-discretionary AUM
$0
Discretionary accounts
43
Non-discretionary accounts
0
Total accounts
43
AUM per client
$3.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other2$15.1M
Charitable organizations2$80.8M
High net worth individuals26$46.0M
Individuals (other than high net worth individuals)12$2.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • 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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients4342
Aug 12, 2026RegistrationAPPROVED

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.