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Arvind Mallik

KMF Investments Management, LLC

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About Arvind Mallik

Arvind Mallik is an investment advisor representative at KMF Investments Management, LLC, a Registered Investment Advisor firm in DENTON, TX. Arvind Mallik is a Series 65 licensed professional. Arvind Mallik has been with KMF Investments Management, LLC since January 2008. KMF Investments Management, LLC manages approximately $60 million in assets for 21 clients, including pooled investment vehicles and individuals. The firm specializes in managing private investment partnerships (hedge funds) and offers portfolio management services for individuals and pooled investment vehicles. The firm may also provide financial planning services on a discretionary and non-discretionary basis. KMF Investments Management, LLC is a registered investment advisor and is subject to SEC oversight.

Firm Information

Arvind Mallik is currently registered with KMF Investments Management, LLC. KMF Investments Management, LLC is an investment advisor that provides portfolio management services for individuals and pooled investment vehicles. The firm manages approximately $60 million in assets, with 21 client accounts. They specialize in managing private investment partnerships, including hedge funds.

$60.00M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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manage private investment partnership (hedge fund)

Manage private investment partnership (hedge fund)

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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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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Arvind Mallik’s Registration & Firm History

TX

02/01/2008 - Present

KMF Investments Management, LLC (DENTON TX)

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Licenses & Designations

IA

Issued 01/07/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arvind Mallik.
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