AUMdb

Techbloom Inc.

SEC-registered Investment Adviser CRD 333007 · SEC file 801-131236 · Mountain View, CA · goinri.com
☆ Save with Pro ADV data as of May 07, 2025
Regulatory AUM
Discretionary
Clients
5
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 5 $0

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Gangolia, Hemant, Kumar Chief Executive Officer, Chief Compliance Officer, Co Owner Jun 2023 (3y) 75% or more
Shah, Nishad Co Owner Jun 2023 (3y) 10% – 25%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

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)

FormPeriodSize
Form ADV (full filing) 05/07/2025 902 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

  • Other fees
  • FEES FOR TESTIMONIALS/ENDORSEMENTS OF OTHER ADVISERS

Services

  • 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: May 07, 2025.

View current Form ADV (SEC/IAPD) ↗