Salim Ali Nathani

Employer firm

Benzer Capital CRD 175286

$103M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Benzer Capital, Llc
  Missouri City, TX
• 03/2010 → Present
  Benzer Tax And Business Services, Llc
  Missouri City, TX
• 06/2017 → Present
  Tlvs Djb 1717, Inc Dba The Little Village School
  Missouri City, TX
• 07/2012 → Present
  Train Bright, Llc
  Missouri City, TX

Previous Registrations

• 2015-05-15 → 2025-12-31
  Benzer Capital
  Missouri City, TX
  Sugar Land, TX
• 2001-05-30 → 2015-04-21
  Ameriprise Financial Services, Llc
  Sugar Land, TX

Other Businesses

BUSINESS OWNERSHIP: DIRHAM LLC/BENZER ADVISOR SERVICES; VP MEMBER; CONSULTING; TEXAS 77478; JULY 2004; 1-9 HOURS PER MONTH/BENZER TAX AND BUSINESS SERVICE; VP MEMBER; TAX PREPARATION; SUGAR LAND, TEXAS 77478; MARCH 2010; 1-9 HOURS PER MONTH/NISHANA HOLDINGS, LLC; MEMBER; MANAGER FOR PRIVATE INVESTMENT; SUGAR LAND, TX 77478; YES PRIVATE REAL ESTATE AND NON REAL ESTATE INVESTMENT; OCTOBER 2014; 1-9 HRS/ NISHANA MANAGED FUNDS GP, LLC; MEMBER; MANAGER FOR HEDGE FUNDS INVESTMENT; SUGAR LAND, TX 77478; FEBRUARY 2018; 1-9 HRS / TRAINBRIGHT, LLC; MEMBER; EARLY CHILDHOOD EDUCATION[PASSIVE MEMBER]; SUGAR LAND, TX 77478; NO; NOVEMBER 2014/NISHANA HOLDINGS I, LP; MEMBER; LIMITED PARTNERSHIP FOR PRIVATE INVESTMENT; SUGAR LAND, TEXAS 77478; YES PRIVATE EQUITY LIMITED PARTNERSHIP FOR REAL ESTATE AND NON REAL ESTATE INVESTMENT; DECEMBER 2014; 1-9 HRS / NISHANA HOLDINGS II, LP; MEMBER; LIMITED PARTNERSHIP FOR PRIVATE INVESTMENT; SUGAR LAND, TEXAS 77478; YES PRIVATE EQUITY LIMITED PARTNERSHIP FOR REAL ESTATE AND NON REAL ESTATE INVESTMENT; FEBRUARY 2018; 1-9 HRS./ NISHANA MANAGED RISK FUND, LP; MEMBER; LIMITED PARTNERSHIP FOR HEDGE FUND INVESTMENT; SUGAR LAND, TEXAS 77478; YES HEDGE FUND; MAY 2017; 1-9 HRS./ NATHANI FAMILY HOLDINGS, LLC, MEMBER, LIMITED LIABILITY COMPANY; FAMILY INVESTMENT HOLDINGS; DECEMBER 2017; 1-9 HRS. OUTSIDE EMPLOYMENT: PRESIDENT, TLVS DJB 1717, INC DBA THE LITTLE VILLAGE SCHOOL, SUGAR LAND, TEXAS 77478, JUNE 2017 - PRESENT, 1-9 HRS INDEPENDENT BROKERING: AMERICAN GENERAL LIFE INSURANCE COMPANY; 08/21/2012 / BANNER LIFE INSURANCE COMPANY, 02/20/2014 / DENTICARE, INC.; 04/26/2008 / GENWORTH LIFE AND ANNUITY INSURANCE COMPANY; 01/01/2007 / GENWORTH LIFE INSURANCE COMPANY; 12/04/2002 / HUMANA HEALTH PLAN OF TEXAS, INC.; 02/11/2010 / HUMANA INSURANCE COMPANY; 04/21/2004 / HUMANADENTAL INSURANCE COMPANY; 02/23/2007 / LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE; 08/29/2012 / METROPOLITAN LIFE INSURANCE COMPANY; 09/19/2001 / NATIONWIDE LIFE INSURANCE COMPANY; 08/29/2001 PRINCIPAL LIFE INSURANCE COMPANY; 06/05/2009/ PRINCIPAL NATIONAL LIFE INSURANCE COMPANY; 01/21/2016 / PRUCO LIFE INSURANCE COMPANY; 08/23/2014 / RELIANCE STANDARD LIFE INSURANCE COMPANY; 05/06/2014 / TIME INSURANCE COMPANY; 04/15/2013 / UNICARE LIFE & HEALTH INSURANCE COMPANY; 12/30/2003 / UNITED OF OMAHA LIFE INSURANCE COMPANY;02/23/2018; YES; LIFE, HEALTH, DISABILITY, LIABILITY / UNITEDHEALTHCARE INSURANCE COMPANY03/29/2019; YES; HEALTH / UNITEDHEALTHCARE OF TEXAS, INC.03/29/2019; YES; HEALTH BOARDS OF DIRECTORS: BRIGHT OFFERINGS; NON PROFIT PROMOTING EARLY CHILDHOOD EDUCATION BY SUPPORTING CHILDREN, PARENTS, ADULTS, EDUCATORS AND MANAGEMENT THROUGH TRAINING AND FOOD PROGRAMS; CHAIRMAN; SUGAR LAND TEXAS; NO; OCTOBER 2014; 1-9 HRS / H-GAC LOCAL DEVELOPMENT COMPANY, A CERTIFIED DEVELOPMENT COMPANY PROMOTING ECONOMIC DEVELOPMENT AND JOB CREATION; BOARD OF DIRECTOR; MARCH 2017; 1-9 HRS / HEXCARR INDUSTRIES, LLC; STARTUP INNOVATIVE HOUSEHOLD PRODUCT SOLUTION, 1216 ILLINOIS ST, SUITE B, SOUTH HOUSTON TX 77587; DIRECTOR ADVISORY BOARD; 1-9 HRS / SILK WORLDWIDE, LLC; ECOMMERCE; 5010 WRIGHT ROAD STE 100, STAFFORD TX 77477; DIRECTOR ADVISORY BOARD; 1-9 HRS FIDUCIARY ACTIVITIES; SON

Exams

• S66 Uniform Combined State Law Examination
  2001-01-17

Designations

• Certified Financial Planner