Sanjay Pamurthy

Current Employers

Employment History

• 11/2021 → Present
  Artham Advisors Llc
  Dallas, TX
• 08/2008 → Present
  Alera Llc
  Dallas, TX
• 10/2016 → 08/2020
  The Freeman Company
  Dallas, TX
• 06/2005 → 10/2016
  Pepsico
  Dallas, TX
• 11/2020 → Present
  Alera Sdallas Llc
  Dallas, TX
• 09/2021 → Present
  Alera Wdallas Investments Llc
  Dallas, TX
• 07/2022 → Present
  Alera Harry Hines Two Llc
  Dallas, TX
• 10/2023 → Present
  Elevate Wellness Therapeutics Llc
  Dallas, TX

Other Businesses

Sanjay Pamurthy invests in and manages real estate properties for personally owned companies Alera LLC (est 2008), Alera WDallas LLC (estd 2021), Alera Harry Hines Two LLC (estd 2022), Alera SDallas LLC (estd 2020) and other family trusts. These activities are related to personal real estate investments by Sanjay Pamurthy and his spouse. Sanjay Pamurthy is also part owner, along with his wife, of Elevate Wellness Therapeutics LLC (estd 2023). This company provides medical and wellness treatments in Dallas TX. Sanjay is not involved in day-to-day operations of this business. As part owner, Sanjay's involvements are limited to producing financial reports and paying taxes. All these other businesses are registered at 3822 Northview Lane, Dallas TX 75229. All these other businesses require less than five hours per week of Sanjay's time, rarely during securities trading hours. These other business activities DO NOT constitute a conflict of interest to his financial advisory practice. No clients are participants in these businesses and Sanjay Pamurthy does not solicit financial participation on behalf of these businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-29