Karuna Advisors

Menlo Park, CA

California

Registered In

02/17/2017

Incorp. Date

Company Summary

Karuna Advisors at 800 Oak Grove Ave STE 200, Menlo Park, Ca 94025 lists Janine Bisharat of Menlo Park, CA as the associate.

Overview

Registered In

California

Incorporation Date

02/17/2017

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Janine Bisharat Individual Agent	621 HAWTHORNE AVE, PALO ALTO, CA 94301
Janine Bisharat CEO	800 OAK GROVE AVE STE 200, MENLO PARK, CA 94025 (View Past Addresses)
Janine Bisharat Chief Financial Officer	800 OAK GROVE AVE STE 200, MENLO PARK, CA 94025
Janine Bisharat Director	800 OAK GROVE AVE STE 200, MENLO PARK, CA 94025
Janine Bisharat Secretary	800 OAK GROVE AVE STE 200, MENLO PARK, CA 94025

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

800 OAK GROVE AVE STE 200, MENLO PARK, CA 94025 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Karuna Advisors

Form 5500

KARUNA ADVISORS

800 Oak Grove Avenue. Suite 200, Menlo Park, Ca 94025 (650) 248-1335 EIN:81-5353214 Plan Admin:Janine Bisharat

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKARUNA ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$1,066,174 / $1,703,171	2023	KARUNA ADVISORS 401(K) PLAN - Plan #001	16 / 19	$1,066,174 / $1,703,171
2022	Plan NameKARUNA ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$893,069 / $1,066,174	2022	KARUNA ADVISORS 401(K) PLAN - Plan #001	15 / 16	$893,069 / $1,066,174
2021	Plan NameKARUNA ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY12 / 15 Assets BOY/EOY$558,341 / $893,069	2021	KARUNA ADVISORS 401(K) PLAN - Plan #001	12 / 15	$558,341 / $893,069
2020	Plan NameKARUNA ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY8 / 12 Assets BOY/EOY$237,914 / $558,341	2020	KARUNA ADVISORS 401(K) PLAN - Plan #001	8 / 12	$237,914 / $558,341
2019	Plan NameKARUNA ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$311,912 / $237,914	2019	KARUNA ADVISORS 401(K) PLAN - Plan #001	9 / 8	$311,912 / $237,914

Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Person/City Match:Janine Bisharat - Palo Alto, CA

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Address Match:800 Oak Grove Ave Menlo Park, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor