Clients
Arga Investment Management serves 67 clients, 26 of them state or municipal government entities. The average client has about $367 million with the firm.
- Investment companies6 clients23%
- Pooled investment vehicles21 clients39%
- State or municipal government entities26 clients30%
- Other investment advisers6%
- OtherPension and profit-sharing plans, Charitable organizations, Corporations and other businesses, Other2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 6 | $5,716,383,425 | 23.3% | $952.7M |
| Pooled investment vehicles | 21 | $9,659,685,063 | 39.3% | $460.0M |
| Pension and profit-sharing plans | Not reported | $401,185,758 | 1.6% | — |
| Charitable organizations | Not reported | $28,145,815 | 0.1% | — |
| State or municipal government entities | 26 | $7,301,812,794 | 29.7% | $280.8M |
| Other investment advisers | Not reported | $1,369,885,179 | 5.6% | — |
| Corporations and other businesses | Not reported | $75,574,313 | 0.3% | — |
| Other | 14 | $18,424,305 | 0.1% | $1.32M |
| Total | 67 | $24,571,096,652 | 100% | $366.7M |
- Clients
- 6
- Regulatory AUM
- $5,716,383,425
- Share
- 23.3%
- Avg. per client
- $952.7M
- Clients
- 21
- Regulatory AUM
- $9,659,685,063
- Share
- 39.3%
- Avg. per client
- $460.0M
- Clients
- Not reported
- Regulatory AUM
- $401,185,758
- Share
- 1.6%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $28,145,815
- Share
- 0.1%
- Avg. per client
- —
- Clients
- 26
- Regulatory AUM
- $7,301,812,794
- Share
- 29.7%
- Avg. per client
- $280.8M
- Clients
- Not reported
- Regulatory AUM
- $1,369,885,179
- Share
- 5.6%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $75,574,313
- Share
- 0.3%
- Avg. per client
- —
- Clients
- 14
- Regulatory AUM
- $18,424,305
- Share
- 0.1%
- Avg. per client
- $1.32M
Total
- Clients
- 67
- Regulatory AUM
- $24,571,096,652
- Share
- 100%
- Avg. per client
- $366.7M
What it does
Arga Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Arga Investment Management provided financial planning to 0 clients last fiscal year and advises 6 private funds.
100.0% of assets ($24.57B across 74 accounts) are managed with discretion. 23% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks97%
- Cash2%
- Other1%
- Dividends/reclaims receivables1%
Custodians
Arga Investment Management’s client accounts are held mainly at State Street, with 11% of managed assets, and Bank of New York Mellon, with 10%. Arga Investment Management has custody of $2.02B for 6 clients.
- Bank of New York MellonBank of New York Mellon · New York, NY · $2.47B10%
- State StreetState Street Corporation · Boston, MA · $2.71B11%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $1.69B7%
- J.P. MorganJP Morgan Chase Bank N.A. · Columbus, OH · $2.31B9%
- All other custodians$15.40B63%
Ownership and leadership
A. Rama Krishna owns 50% to 75% of Arga Investment Management.
- Owns 50% to 75% of Arga Investment Management, LP
A. Rama Krishna
Control person · since April 2010
- Owns 25% to 50% of Arga Investment Management, LP
2009 Krishna Family Trust
Control person · since April 2010
Franklin David
Trustee · Control person · since November 2009
Leadership
- Neda ClarkChief Compliance Officer
- Peter CarmanNonexecutive Chairman
- A. Rama KrishnaChief Investment Officer
Staff
- 49 employees
- 25 in advisory functions
- 1 state-registered rep
- 4 broker-dealer reps
Reported holdings
Arga Investment Management’s reported 13F holdings total $3.92B across 121 positions, and the ten largest make up 66.6% of it.
- $3.92B
- Reported 13F value
- 121
- Positions
- 66.6%
- In the 10 largest
- +28.7%
- Value vs. prior quarter
- XP Inc. - Class A · Common Stocks10.2%
- Aercap Holdings NV · Common Stocks9.4%
- Taiwan Semiconductor-sp ADR · Equity Depositary Receipts7.5%
- Petroleo Brasileiro-spon ADR · Equity Depositary Receipts7.1%
- Trip.com Group Ltd-adr · Equity Depositary Receipts6.6%
- Banco Bradesco-adr · Equity Depositary Receipts6.3%
- Agnico Eagle Mines Ltd · Common Stocks6.2%
- Magna International Inc. · Common Stocks6.1%
- Tencent Music Entertainm-adr · Equity Depositary Receipts3.9%
- Baidu Inc. - Spon ADR · Equity Depositary Receipts3.3%
Together, the ten largest are 66.6% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $3.92B is not its $24.57B in regulatory assets and does not represent any individual client's portfolio.
Fees
Arga Investment Management is paid through a percentage of assets under management and performance-based fees.
Arga Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Arga Investment Management has 1 office, with 1 listed address in 1 state.
Florida · 1 listed address
- 3390 Mary Street, Suite 116, MiamiHQ
Registration details
- Legal name
- Arga Investment Management, LP
- Headquarters
- 3390 Mary Street, Suite 116, Miami, FL 33133
- Phone
- 645-229-5501
- Website
- www.argainvest.com
- SEC file
- 801-77018
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Arga Investment Management have?
Arga Investment Management has 67 clients and manages $24.6 billion for them, as of October 2026. They include 26 state or municipal government entities, 21 pooled investment vehicles and 14 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Arga Investment Management offer?
Arga Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Arga Investment Management use?
Arga Investment Management’s separately managed account assets are held at State Street Corporation (Boston, MA), with $2,710,435,708, Bank of New York Mellon (New York, NY), with $2,467,465,432, JP Morgan Chase Bank N.A. (Columbus, OH), with $2,310,169,494 and The Northern Trust Company (Chicago, IL), with $1,686,312,268. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Arga Investment Management have?
Arga Investment Management has 1 investment adviser representatives registered with state securities authorities, out of 49 employees, and 25 perform investment advisory functions. 4 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arga Investment Management invest in?
At the end of its last fiscal year, Arga Investment Management’s separately managed accounts held 97% exchange-traded equities, 2% cash and equivalents and 1% dividends/reclaims receivables. It advises 6 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arga Investment Management?
Arga Investment Management’s direct owners are A. Rama Krishna (50% to 75%) and 2009 Krishna Family Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Arga Investment Management get paid?
Arga Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file