{"url":"https://nivawealth.com/firms/buoyant-capital-private-limited-327612","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/327612","regulatoryAum":955095721,"crd":"327612","history":[{"filedOn":"2024-07-08","regulatoryAum":410190288,"clients":2354,"employees":49,"offices":1},{"filedOn":"2025-06-30","regulatoryAum":674009932,"clients":3340,"employees":54,"offices":1},{"filedOn":"2026-07-29","regulatoryAum":955095721,"clients":7182,"employees":79,"offices":1}],"secFileNumber":"801-129223","legalName":"Buoyant Capital Private Limited","displayName":"Buoyant Capital Private Limited","slug":"buoyant-capital-private-limited-327612","website":"https://buoyantcap.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/327612/a158175b724416b2-r1.webp","tone":"dark","width":688,"height":200,"sourceUrl":"https://www.buoyantcap.com/","sourceLabel":"Buoyant Capital Private Limited, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"retail_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/buoyantcap/","xUrl":"https://x.com/buoyantcap","founded":null,"organization":"other (specify) organized in India","fiscalYearEnd":"March","headquarters":{"street":"B-3501, B-Wing, Kohinoor Square, N C Kelkar Marg, RG Gadkari Chowk, Shivaji Park, Dadar West","city":"Mumbai","state":"","stateName":"","country":"India","postalCode":"400028"},"tradeNames":[],"registration":{"secApproved":"15 December 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":114852.77519498394,"staff":{"employees":79,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":955095721,"discretionary":948462419,"discretionaryAccounts":7173,"nonDiscretionary":6633302,"nonDiscretionaryAccounts":9,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":10},"clientTypes":[{"label":"Individuals (other than HNW)","clients":6359,"regulatoryAum":554281600},{"label":"High-net-worth individuals","clients":180,"regulatoryAum":196740697},{"label":"Investment companies","clients":30,"regulatoryAum":10866202},{"label":"Corporations and other businesses","clients":613,"regulatoryAum":193207222}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"HDFC Bank LTD","shortName":"HDFC Bank","location":"Mumbai","smaAssets":809431336}],"custodyNote":"Buoyant Capital Private Limited has custody of $955M in client assets for 7,182 clients.","otherCustodians":[],"leadership":[{"name":"Mayuri Jangid","title":"Chief Compliance Officer","crd":"7839856"},{"name":"Viral Berawala","title":"Director","crd":"7794594"},{"name":"Sachin Khivasara","title":"Director","crd":"7794593"},{"name":"Jigar Mistry","title":"Director","crd":"7794592"}],"ownership":[{"label":"Jigar Mistry","detail":"Director in the 25% to 50% ownership band and a control person, since August 2017."},{"label":"Sachin Khivasara","detail":"Director in the 25% to 50% ownership band and a control person, since February 2014."},{"label":"Viral Berawala","detail":"Director in the 25% to 50% ownership band and a control person, since May 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"912269319912","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":92},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":3,"detail":"Other Listed Asset Classes"}],"privateFunds":3},"sources":{"adv1FilingDate":"29 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/327612/PDF/327612.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Buoyant Capital Private Limited have?","answer":"Buoyant Capital Private Limited has 7,182 clients and manages $955 million for them, as of July 2026. They include 6,359 individual clients, 613 corporations and other businesses, and 180 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Buoyant Capital Private Limited offer?","answer":"Buoyant Capital Private Limited provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Buoyant Capital Private Limited use?","answer":"Buoyant Capital Private Limited’s separately managed account assets are held at HDFC Bank LTD (Mumbai), with $809M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Buoyant Capital Private Limited have?","answer":"Buoyant Capital Private Limited has 0 investment adviser representatives registered with state securities authorities, out of 79 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Buoyant Capital Private Limited invest in?","answer":"At the end of its last fiscal year, Buoyant Capital Private Limited’s separately managed accounts held 92% exchange-traded equities, 5% cash and equivalents and 3% other. The 3% other category is described as: Other Listed Asset Classes. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Buoyant Capital Private Limited?","answer":"Buoyant Capital Private Limited’s direct owners are Jigar Mistry, Sachin Khivasara and Viral Berawala, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Buoyant Capital Private Limited get paid?","answer":"Buoyant Capital Private Limited is paid through a percentage of assets under management, fixed fees 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Buoyant Capital Private Limited?","answer":"Buoyant Capital Private Limited’s main office is at B-3501, B-Wing, Kohinoor Square, N C Kelkar Marg, RG Gadkari Chowk, Shivaji Park, Dadar West, Mumbai, India 400028. Its phone number is 912269319912. Its website is buoyantcap.com.","source":"Form ADV Part 1A, Item 1.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}