Uti Investments America Limited
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jagwani, Praveen | Director | Nov 2022 (4y) | Less than 5% | |
| Dwyer, John, Keith | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Khandelwal, Manish | Treasurer | Dec 2024 (2y) | Less than 5% | |
| Sameer Agarwal | President And Director | CFA | Dec 2024 (2y) | Less than 5% |
| Sean Telford | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Uti International Limited | Shareholder | Nov 2022 | A | 75% or more |
| Uti Asset Management Company Limited | Shareholder | Jan 1996 | B | ≈ 56.25% – 100% via Uti International Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Uti Asset Management Company Limited: 75% – 100% of Uti International Limited × 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.25 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
- • Other fees
- • SOLICITATION FEES BASED ON ASSETS SOLICITED.
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗