# Client Associates

Client Associates is a Multi Family Office based in Massapequa, India.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Massapequa, India
- **Region:** Asia
- **Address:** 2nd Floor, Vatika Towers, Block B, Golf Course Road Sector 54, Gurugram, Haryana, India
- **Founded:** 2002
- **Assets under management:** 7000 (Altss estimate)
- **Website:** clientassociates.com
- **LinkedIn:** https://in.linkedin.com/company/client-associates

## Regulatory record

- **CRD number:** 147052
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147052

## About

Client Associates was founded in 2002 by Rohit Sarin and Himanshu Kohli, both former private bankers. The firm operates as India's largest multi-family office by number of families served. It advises entrepreneurial families on integrated wealth management without product conflicts. The firm allocates across private equity, real estate, private credit and infrastructure. It maintains a direct co-investments program and runs an in-house alternate fund vehicle. Confirmed positions include Miraggio, where it led a Series A round in May 2025, and co-investments in Salad Days and WanderOn. Activity centers on India with additional reach into Middle East and Central Asia. Client Associates employs professionals across its Gurugram headquarters and regional offices. It maintains philanthropic ties through support for Ashoka University and Vidya School. In August 2025 Joseph Thomas joined as Managing Partner and Co-Chief Operating Officer to oversee operations, finance and technology. The firm combines a wealth-management mandate with an active investment-banking vertical. This structure allows it to source proprietary deals for client families while maintaining separation between advisory and proprietary capital.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- ClimateTech
- Energy Transition & Renewables

## People

- Rohit Sarin — Co-founder and Partner

## Questions

### Who runs investment decisions at Client Associates?

Rohit Sarin and Himanshu Kohli set overall strategy as co-founders. Joseph Thomas oversees operations and technology as Managing Partner and Co-COO. Investment committees review direct deals and fund commitments.

### How does Client Associates source proprietary deal flow?

The firm operates an investment-banking vertical that originates opportunities. It also participates in venture rounds alongside external leads such as RPSG Capital Ventures and V3 Ventures.

### Does Client Associates participate in fund commitments or only direct deals?

Both. The firm runs a fund-of-funds allocation alongside direct co-investments through its Client Associates Alternate Fund vehicle.

### What investment stages does Client Associates typically target?

Early-stage venture and growth equity receive primary focus. The firm also commits to private equity, real estate and infrastructure opportunities.

### Which sectors does Client Associates explicitly avoid?

No explicit exclusions appear in public materials. Activity centers on ClimateTech, Energy Transition & Renewables, consumer services and information technology.

## Related profiles

- [Amagasaki Shinkin Bank](https://altss.com/profile/amagasaki-shinkin-bank)
- [Smith Financial Corp.](https://altss.com/profile/smith-financial-corp-stephen-smith-family-office)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/client-associates-private-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology