{ "crd_number": 329433, "slug": "international-money-matters-pvt-ltd-bengaluru-karnataka-329433", "primary_business_name": "INTERNATIONAL MONEY MATTERS PVT LTD", "legal_name": "INTERNATIONAL MONEY MATTERS PRIVATE LIMITED", "dbas": [], "city": "Bengaluru, Karnataka", "state": null, "country": "India", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-03-13", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-06-29", "carried_forward": false, "raum_total": 278307720.0, "raum_discretionary": 0.0, "raum_non_discretionary": 278307720.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 54, "advisory_employees": 22, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 78035788.0, "count": 494 }, "high_net_worth_individuals": { "raum": 200271932.0, "count": 152 } }, "compensation_types": [ "commissions", "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://immpl.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329433", "city_as_filed": "BENGALURU, KARNATAKA", "url": "https://advisorcensus.com/firm/international-money-matters-pvt-ltd-bengaluru-karnataka-329433", "display_name": "International Money Matters PVT Ltd", "summary": "International Money Matters PVT Ltd is an SEC-registered investment advisory firm in Bengaluru, Karnataka, India, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.", "citation": "AdvisorCensus. International Money Matters PVT Ltd (CRD 329433): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Commissions" ], "advisory_activity_labels": [ "Financial planning services" ], "quick_answers": [ { "q": "How is International Money Matters PVT Ltd compensated?", "a": "On its Form ADV (Item 5.E, October 2026), International Money Matters PVT Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is International Money Matters PVT Ltd located?", "a": "International Money Matters PVT Ltd's principal office is in Bengaluru, Karnataka, India, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is International Money Matters PVT Ltd registered with the SEC or a state?", "a": "International Money Matters PVT Ltd is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329433." }, { "q": "How much does International Money Matters PVT Ltd manage?", "a": "International Money Matters PVT Ltd reports $278,307,720 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (0% discretionary)." }, { "q": "How have International Money Matters PVT Ltd's assets and staff changed since 2025?", "a": "In the Form ADV data for International Money Matters PVT Ltd: Regulatory assets under management: $311,624,091 in the October 2025 data and $278,307,720 in the October 2026 data, down 11%. Total employees: 51 in October 2025 and 54 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does International Money Matters PVT Ltd serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (494); high net worth individuals (152)." }, { "q": "Does International Money Matters PVT Ltd report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329433" }, { "q": "What changed in International Money Matters PVT Ltd's recent Form ADV filings?", "a": "In the July 2026 filing data: Regulatory assets under management went from $311,624,091 to $278,307,720 (-11%). Employees performing advisory functions went from 21 to 22. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 311624091.0, "total_employees": 51, "filing_date": "2025-03-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 278307720.0, "total_employees": 54, "filing_date": "2026-06-29" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Regulatory assets under management went from $311,624,091 to $278,307,720 (-11%).", "Employees performing advisory functions went from 21 to 22.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/international-money-matters-pvt-ltd-bengaluru-karnataka-329433.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 494, "fewer_than_5": false, "raum": 78035788.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 152, "fewer_than_5": false, "raum": 200271932.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329433", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }