Arta Finance
Arta Finance is an SEC-registered mass-market adviser in Mountain View, CA with $153.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Arta Finance: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318714, SEC 801-123662, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $153.4M (2026-06-25)
- Firm type
- Mass-Market Adviser
- Location
- Mountain View, CA
- Employees
- 68
- Clients
- 1,043
- CRD
- 318714
- Ownership
- SENGUPTA, CESAR; AVNET, MITCHELL, STEVEN; SENGUPTA, CAESAR; LIN, FELIX; SHAPIRO, DAVID, JON
How much AUM does Arta Finance have?
Arta Finance reported $153.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Arta Finance?
Disclosed owners and executives of Arta Finance include SENGUPTA, CESAR, AVNET, MITCHELL, STEVEN, SENGUPTA, CAESAR, LIN, FELIX, SHAPIRO, DAVID, JON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.