RIA Intel›Advisers›New York›THAKKAR, AMIT, HASMUKH

THAKKAR, AMIT, HASMUKH

Advisory

ROCHESTER, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NY

#4,255

of 5,722 advisers by AUM

Average account

$1M

across 47 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$0

Non-Discretionary AUM$61M

Discretionary %0%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

44 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

HAWKS POINT CAPITAL PARTNERS LLC

$61M

SCHAENEN CAPITAL MANAGEMENT LLC

$61M

CREATIVE WEALTH MANAGEMENT, LLC

$62M

ANCHOR CAPITAL MANAGEMENT, LLC

$61M

RED DOT TRADING, LLC

$62M

TRICADIA CDO MANAGEMENT, LLC

$62M

Get the full picture on THAKKAR, AMIT, HASMUKH

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THAKKAR, AMIT, HASMUKH and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans