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Indusino Research & Management, LLC (San Francisco)


Indusino Research & Management, LLC is a large advisory firm based in San Francisco. It manages $38.09 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Indusino Research & Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Indusino Research & Management: assets under management

The assets under management (AUM) of Indusino Research & Management, LLC is $38.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Indusino Research & Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Towbin Holdings Llc C.E. Unterberg Member 1 Jan 2004 75% - 100% 20-0526156
Kalpesh Gopalpas Kapadia Member 1 Aug 2005 50% - 75% 3257326

Based in San Francisco

The principal office where Indusino Research & Management, LLC performs its advisory services is located at C/O C.E. Unterberg, Towbin, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-659-2243 or by fax 415-659-2227. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.indusino.com.


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