Sarsi, LLC

Sarsi, LLC (CRD# 168399) is a financial advisory firm headquartered in , . They manage $4,376,176 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $312,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Sarsi, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Deva Panambur
CRD#: 4632189
708, Third Avenue, 6th Floor, New York, NY 10017
103
Wealthminder
score

Sarsi, LLC is an independent, fee only, Registered Investment Advisor, serving individuals and institutions. Our expertise is both in traditional and alternative investments. We primarily provide the following services: 1. Investment strategy 2. Asset allocation and risk management 3. Manager/Investment product selection 5. Financial planning 5. Investment monitoring and reporting.

 

Prior to founding Sarsi, LLC in 2010, Deva was a Senior Vice President/Partner at Executive Monetary Management (EMM), a wealth advisor with over $2Bn in assets that was a part of Neuberger Berman, before being spun off into an independent firm in 2009. At EMM, Deva led manager selection and due diligence and had joint responsibility for economic analysis, strategy analysis, portfolio management and risk management pertaining to investments of ultra high net worth clients and institutions.

 

Prior to joining EMM, he was a portfolio manager at the alternative strategies group of Merrill Lynch; a research analyst at Chesapeake Capital Corporation- a hedge fund; and a risk and business analyst at Deutsche Bank Asset Management where he supported various investment groups. He began his career at International Seaports Pte. Ltd. in international project finance in the Far East and the United States.

 

Deva earned a Bachelor of Technology from the Indian Institute of Technology, India, a Master in International Management from the Indian Institute of Foreign Trade, India, and an MBA from Thunderbird School of Global Management, Glendale, AZ. He has been awarded the Chartered Financial Analyst designation.

He regularly provides expert advisory services to top consulting firms and asset management companies regarding the business and investment aspects of the investment industry. In his spare time he teaches Finance courses and trains candidates appearing for the  CFA exam.

 

 

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