Firm profile

PABRAI INVESTMENT FUNDS

WEST LAKE HILLS, TXCRD 161471Latest ADV March 31, 2026

Pabrai Investment Funds is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Lake Hills, TX. Its latest Form ADV filing, dated March 31, 2026, reports $936M in regulatory assets under management, 3 employees, and 8 accounts.

Assets Under Management
$936M
Employees
3
Offices
--
Total Clients
6
Primary office
WEST LAKE HILLS, TX
4407 BEE CAVE ROAD, SUITE 513, WEST LAKE HILLS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOKimberly A. Engleman
CFOFahed S. Missmar

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$936Mas of March 31, 2026
Discretionary100.0%
$936M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$936M
Total Accounts8
10Y AUM Change+$277M (+42.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee2:1
10Y Employee Change-3 (-50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.