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Roshun Dayananda Pai

Lazard Asset Management LLC

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About Roshun Dayananda Pai

Roshun Pai is an investment advisor representative currently registered with Lazard Asset Management LLC. Roshun has been in the industry since February 2008 and has held previous roles at BlackRock Investments, LLC and Vanguard Marketing Corporation.

Firm Information

Roshun Pai is currently registered with Lazard Asset Management LLC. Lazard Asset Management LLC is an investment advisor registered with the SEC. They manage assets for a variety of clients including individuals, institutions, investment companies, and pooled investment vehicles. Their main office is located in NEW YORK, NY. They manage approximately $150,331,817,279 in assets, primarily through discretionary accounts. They offer portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
Lazard Asset Management LLC

30 ROCKEFELLER PLAZA

NEW YORK, NY 10112

$150.33B

Assets Under Management

47

Total Clients

29

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Roshun Pai’s Registration & Firm History

NY

03/31/2022 - Present

Lazard Asset Management LLC (NEW YORK NY)

NJ

11/07/2017 - 03/10/2022

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

PA

01/30/2008 - 11/08/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 12/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2015

Series 24 - General Securities Principal Examination

BC

Issued 04/25/2022

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2011

Series 7 - General Securities Representative Examination

BC

Issued 01/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roshun Dayananda Pai.
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