Lavanya Batchu
Investment adviser representative at Precision Fiduciary Partners, LLC
17 yearsExperience
1 stateRegistered in
$24.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Precision Fiduciary Partners, LLCJul 2026 to now
- Mesirow Financial Investment Management, Inc.Aug 2009 to now
- Mesirow Financial, Inc.Aug 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Precision Fiduciary Partners, LLC
$24.1BAssets managed
4,144Clients
11Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5701715
- Firm CRD
- 149694