Deccan Value Investors L.P

CRD#158187
Investment Advisor Firm

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Learn more about Deccan Value Investors L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Deccan Value Investors L.P operates as an advisory company that has its headquarters in Greenwich, Connecticut. The company manages $1.7 billion in assets under management across seven accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 10 financial advisors. Deccan Value Investors L.P does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as stocks, options and bonds.

    Deccan Value Investors L.P oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without needing to seek the client's permission. The advisory firm's average account size is $246.1 million. The typical advisor at Deccan Value Investors L.P oversees fewer than one client account, making it one of the most individualized advisor firms in the country.

    The firm's central office is at One Fawcett Place, Greenwich, Connecticut 6830. Deccan Value Investors L.P is registered to provide services to investors in the state of Connecticut.

    Assets Under Management

    $1.7 billion

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    One Fawcett Place
    Greenwich, CT 06830

    Deccan Value Investors L.P by the Numbers

    Total Assets Under Management

    $1.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    14

    National Average: 64
    Total Number of Accounts

    7

    National Average: 375,227
    Average Account Size

    $246.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by the company can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Deccan Value Investors L.P.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    It provides services to pooled investment vehicles. Out of its seven clients, Deccan Value Investors L.P's largest client type is pooled investment vehicles. None of the company's clients are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Deccan Value Investors L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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