Integral Health Asset Management, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 13
- Avg AUM / client
- $144M
- Accounts
- 13
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.9B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $51.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Integral Health Newton Master Fund, Lp master | Hedge Fund | Cayman Islands | $51.7M | 12 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rao, Bhagwan Jay | Chief Investment Officer | Feb 2019 (8y) | ≈ 56.25% – 100% via Integral Health Advisors, Lp | |
| Del Virginia, John | Chief Compliance Officer & Chief Operating Officer | Sep 2021 (5y) | Less than 5% | |
| Chou, Timothy, W | Senior Analyst | Sep 2022 (4y) | GP / trustee / elected manager of Integral Health Advisors, Lp (indirect) | |
| Fishman, Cybele | Member | Sep 2022 (4y) | 50% – 75% of Integral Health Advisors Gp, Llc (indirect) | |
| Virgilio, Alex, Adam | Senior Analyst | Apr 2023 (3y) | GP / trustee / elected manager of Integral Health Advisors, Lp (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Integral Health Advisors, Lp | Limited Partner | Sep 2022 | A | 75% or more |
| Integral Health Advisors Gp, Llc | General Partner | Sep 2022 | B | GP / trustee / elected manager of Integral Health Advisors, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rao, Bhagwan Jay: 75% – 100% of Integral Health Advisors, Lp × 75% – 100% direct ≈ 56.25% – 100% 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 (1, $51.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Integral Health Newton Master Fund, Lp | Hedge Fund | $51.7M | $1.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.24 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 pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $51.1M (8% of AUM) Mar 2023
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 26, 2026.
View current Form ADV (SEC/IAPD) ↗