Arga Investment Management, Lp
- Regulatory AUM
- $24.6B
- Discretionary
- $24.6B
- Clients
- 67
- Avg AUM / client
- $367M
- Accounts
- 74
- Employees
- 49
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $5.7B | 23.3% |
| Pooled investment vehicles (non-investment companies) | 21 | $9.7B | 39.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $401M | 1.63% |
| Charitable organizations | Fewer than 5 clients | $28.1M | 0.11% |
| State or municipal government entities | 26 | $7.3B | 29.7% |
| Other investment advisers | Fewer than 5 clients | $1.4B | 5.58% |
| Corporations and other businesses | Fewer than 5 clients | $75.6M | 0.31% |
| Other | 14 | $18.4M | 0.07% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $873M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arga Emerging Markets Equity Fund | Other Private Fund | Delaware | $790M | 46 |
| Arga Global Fund | Other Private Fund | Delaware | $42.6M | 15 |
| Arga Emerging Markets Ex China Fund | Other Private Fund | Delaware | $32.3M | 4 |
| Arga International Fund | Other Private Fund | Delaware | $4.5M | 7 |
| Arga International Small Cap Fund | Other Private Fund | Delaware | $3.7M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Income Plan For Employees Of Interface Performance Materials, Inc. Alkegen | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Avula Rama Krishna | Chief Investment Officer | Nov 2009 (17y) | 50% – 75% | |
| David, Franklin, Israel | Trustee | Nov 2009 (17y) | GP / trustee / elected manager of 2009 Krishna Family Trust (indirect) | |
| Clark, Neda | Chief Compliance Officer | Sep 2013 (13y) | Less than 5% | |
| Carman, Peter | Nonexecutive Chairman | Aug 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2009 Krishna Family Trust | Member | Apr 2010 | A | 25% – 50% |
| Arga Group Holdings, Llc | General Partner | Apr 2010 | A | Less than 5% |
| 2009 Krishna Family Trust | Member | Nov 2009 | B | ≈ 0% – 2.5% via Arga Group Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 2009 Krishna Family Trust: 25% – 50% of Arga Group Holdings, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $873M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arga Emerging Markets Equity Fund | Other Private Fund | $790M | $1.0M | 46 |
| Arga Global Fund | Other Private Fund | $42.6M | $1.0M | 15 |
| Arga Emerging Markets Ex China Fund | Other Private Fund | $32.3M | $1.0M | 4 |
| Arga International Fund | Other Private Fund | $4.5M | $1.0M | 7 |
| Arga International Small Cap Fund | Other Private Fund | $3.7M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Income Plan For Employees Of Interface Performance Materials, Inc. | Alkegen | 52 | $34.0M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $2.7B (11% of AUM) Mar 2026
- BNY Mellon $2.5B (10% of AUM) Mar 2026
- J.P. Morgan $2.3B (9% of AUM) Mar 2026
- Northern Trust $1.7B (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗