L. C. Bhandari & Co.
- Regulatory AUM
- $344M
- Discretionary
- $344M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | Fewer than 5 clients | $344M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bhandari, Basanti, Kumari | Share Holder | Jun 1998 (28y) | 75% or more | |
| Bhandari, Laxmi, Chand | Chief Executive Officer & Chief Compliance Officer | Jun 1998 (28y) | 75% or more |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 899 KB | 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
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- John Hancock Variable Life Insurance Company $227M (66% of AUM) Apr 2026
- Pruco Life Insurance Company $117M (34% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗