Karani Asset Management LLC

Karani Asset Management LLC is a registered investment adviser with the SEC, established in 2018 by Richard L. Bayles and Youngdawn (Dan) Ha. The firm offers investment advisory services to individuals and institutional clients through separately managed accounts. Their investment approach focuses on long-term growth by primarily investing in publicly traded equity securities worldwide, along with other investment vehicles. Clients have the ability to impose reasonable restrictions on account management. Karani had approximately $130,342,621 in regulatory assets under management as of December 31, 2024, managed on a discretionary basis. For separately managed accounts, Karani charges management fees between 1.00% and 2.00% of the account value annually, depending on the investment strategy. Clients bear custodial fees, transaction costs, and brokerage expenses. Karani employs a fundamental-driven investment approach, conducting research to understand companies' quality, competitive advantage, growth potential, and financial strength. The firm offers global, sector-diversified equity strategies and custom portfolios tailored to clients' needs. Karani has not been involved in any legal or disciplinary events in the past 10 years. The firm does not compensate third parties for client referrals and does not receive economic benefits from non-clients. Karani has custody of client accounts' funds and securities and exercises investment discretion with client authorization. The firm has policies and procedures for voting client securities and maintains financial stability without known impairments.