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Aamer Khan

Qualivian Investment Partners

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About Aamer Khan

Aamer Khan is a registered investment advisor representative with Qualivian Investment Partners in Boston, MA. Aamer is also a Chartered Financial Analyst. Aamer Khan has been in the industry since 2000 and has worked at Eaton Vance Management and as a self-employed financial professional. Aamer Khan's firm, Qualivian Investment Partners, has a regulatory assets under management of $11,500,000 and serves individuals and pooled investment vehicles. The firm specializes in portfolio management for pooled investment vehicles, and licenses proprietary models to other investment advisors.

Firm Information

Aamer Khan is currently registered with Qualivian Investment Partners. Qualivian Investment Partners is an investment advisor registered with the SEC. The firm provides portfolio management services for pooled investment vehicles and individuals. They also license proprietary models to other investment advisors. Qualivian Investment Partners has approximately $11.5 million in regulatory assets under management.

$11.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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licensing of proprietary models to other investment advisers

Licensing of proprietary models to other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Aamer Khan’s Registration & Firm History

MA

05/17/2022 - Present

Qualivian Investment Partners (Boston MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aamer Khan.
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