RIA Intel›Advisers›California›PANDYA, SANDEEP MADHAVLAL

PANDYA, SANDEEP MADHAVLAL

Advisory

Y·CUPERTINO, CA

Data as of Mar 29, 2022 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+61.7%

3-Year CAGR

+42.2%

Employees

2

Assets Under Management

Total AUM$1.4B

Discretionary AUM$899M

Non-Discretionary AUM$542M

Discretionary %62.4%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingOct 23, 2001

Latest FilingMar 29, 2022

🔒 Full AUM trend chart and 23 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PANDYA, SANDEEP MADHAVLAL

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.