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Managing Member, Chief Investment Officer, and Chief Compliance Officer · GOI

Rakesh Khilnani

CRD 2259700 · Named on Form ADV at one SEC-registered adviser

At a glance

GOI, an SEC-registered wealth manager based in Miami, FL with $111 million in regulatory assets, lists Rakesh Khilnani on its Form ADV as Managing Member, Chief Investment Officer, and Chief Compliance Officer, a control person.

Firms and roles

  • GOIManaging Member, Chief Investment Officer, and Chief Compliance OfficerWealth manager · Miami, FL · $111M in regulatory assets

AtlasMembers

Rakesh’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rakesh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.