Borderless Investment Advisors Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kathirkamanathan, Temujin, Kanagasabai | General Counsel | Dec 2021 (5y) | Less than 5% | |
| Srivastava, Sitashwa | President And Co Founder Chief Compliance Officer | Dec 2021 (5y) | ≈ 18.75% – 50% via Borderless Investing Inc. | |
| Suresh, Vinay, Bharathwaj | Shareholder | Dec 2021 (5y) | ≈ 18.75% – 50% via Borderless Investing Inc. | |
| Srivastava, Sitashwa | Chief Financial Officer | Jan 2024 (3y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Borderless Investing Inc. | Sole Member | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Srivastava, Sitashwa: 25% – 50% of Borderless Investing Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Suresh, Vinay, Bharathwaj: 25% – 50% of Borderless Investing Inc. × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.03 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
- • Other fees
- • THE ADVISER WILL NOT INITIALLY CHARGE A FEE FOR SERVICES
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗