Investall, Inc.
● SEC registered since 2017CRD 285955SEC# 801-110150New York, NY
Reg. AUM
$26.2M
Employees
17
Accounts
6,999
Location
New York, NY
Investall, Inc. assets under management
Investall, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2017. It reports $26.2 million in regulatory assets under management and employs 17 people.
Investall, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Balkrishna Shagrithaya Control | Chief Executive And Chief Compliance Officer | 25-50% | 2019 |
| Jas Trust Control | Shareholder | 5-10% | 2018 |
| Jonathan Shah Control | Shareholder | 25-50% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Investall, Inc. manage?
Investall, Inc. reports $26.2 million in regulatory assets under management on its Form ADV.
How many employees does Investall, Inc. have?
Investall, Inc. reports 17 employees.
Where is Investall, Inc. located?
Investall, Inc. is based in New York, NY and has been SEC-registered since 2017.
Does Investall, Inc. disclose fund performance?
Investall, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Wall Street, Suite 901, New York, NY 10005 |
| Phone | 212-995-9191 |
| Office hours | 8:00a.m. - 6:00p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$26.2M▼ 51%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$26.2Mregulatory AUM
Discretionary $26.2M