← Directory

KARMA CAPITAL ADVISORS PVT LTD.

CRD 335212File 801-134035
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$632.5M
Above cohort median (national)
Discretionary AUM
$632.5M
Clients
206
205 accounts
Employees
22

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Aug 29, 2025
Principal office
FLOOR 12U, SUITE I, REMI COMMERCIO, OFF VEERA DESAI ROAD, ANDHERI (W), MUMBAI, MAHARASHTRA, 400053
Phone
+91 22 62327200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$632.5M
Discretionary AUM
$632.5M
Non-discretionary AUM
$0
Discretionary accounts
205
Non-discretionary accounts
0
Total accounts
205
AUM per client
$3.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other14$4.6M
Non-U.S. persons1$579.1M
Other investment advisers1$0
Pooled investment vehicles1$18.6M
Individuals (other than high net worth individuals)189$30.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • 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

DateFieldFromToChange
Jul 1, 2026Employees2722decreased by5
Jul 1, 2026Clients178206increased by28
Jul 1, 2026AUM$742,002,674$632,506,121decreased by$109,496,553
Jul 1, 2026Accounts176205increased by29
Dec 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 “KARMA CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KARMA CAPITAL” 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.