Ainn Holding, LLC (San Antonio)

Ainn Holding, LLC is an investment adviser to an investment company based in San Antonio. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Ainn Holding provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ainn Holding, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ainn Holding serves?

The only and largest group of clients of Ainn Holding is investment companies with 1 clients and $0 of assets under management. Among the 0 most similar advisory firms, Ainn Holding has the 0th lowest percentage of investment companies out of all clients.

None of the firm’s clients are foreign persons or businesses.

Ainn Holding doesn't advise any private funds.

Careers at Ainn Holding, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Michael Carrasco	Managing member/cco	1 May 2018	50% - 75%	3222090
Mustan Nmn Sakarwala	Managing member	1 May 2018	50% - 75%	6005865
Mustan Sakarwala	Managing member	1 May 2018	50% - 75%	6005865

Based in San Antonio

The principal office where Ainn Holding, LLC performs its advisory services is located at 5500 Utsa Blvd,, San Antonio, TX 78249, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.