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Founder & Chief Investment Officer · Kutumb Investments LLC

Rishi H Doshi

CRD 5830519 · Named on Form ADV at one SEC-registered adviser

At a glance

Kutumb Investments LLC, an SEC-registered asset manager based in Palm Beach Gardens, FL with $250 million in regulatory assets, lists Rishi H Doshi on its Form ADV as Founder & Chief Investment Officer, a control person.

Firms and roles

  • Kutumb Investments LLCFounder & Chief Investment OfficerAsset manager · Palm Beach Gardens, FL · $250M in regulatory assets

AtlasMembers

Rishi’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael J. LeanPartner, Chief Operating Officer & Chief Compliance Officer, Kutumb Investments LLC
  • Ethan R. WilsonPartner & Senior Investment Professional, Kutumb Investments LLC

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