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The Bird Group
The Bird Group is an SEC-registered investment adviser in Palm Desert, CA. It manages approximately $8 million in regulatory assets. The firm has 1 employee...
The Bird Group
The Bird Group is an SEC-registered investment adviser in Palm Desert, CA. It manages approximately $8 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
1971
AUM
Undisclosed
Location
Region
Asia
Country
India
City
Palm Desert
Corporate office
New Delhi, India
Principals
Ankur Bhatia
Executive Director
Gaurav Bhatia
Executive Director
Sector focus
Frequently asked questions
Who runs investment decisions at The Bird Group?
Executive Directors Ankur Bhatia and Gaurav Bhatia oversee strategic and investment decisions for the group. The family maintains operating control rather than delegating to an external CIO or investment committee. Day-to-day operational decisions are handled through the group's subsidiary management teams.
Does The Bird Group operate as a pure family office or an operating conglomerate?
The Bird Group functions as a hybrid — an operating conglomerate with family-office characteristics. Rather than managing a portfolio of third-party fund investments, the family's capital is deployed directly into businesses it owns and operates, including aviation services, travel technology, hospitality, and real estate.
Where does the underlying wealth come from?
The wealth originates from Dr. Vijay Bhatia's aviation services business, founded in 1971. He secured early contracts with international airlines entering India, building a dominant position in ground handling and travel distribution. The group later expanded into IT services for the global airline industry and luxury hospitality.
Does The Bird Group commit capital to external funds or only direct investments?
Public records show the group primarily deploys capital into its own operating divisions. There is no disclosed track record of significant third-party fund commitments or external co-investment activity. The investment model favors control positions in own-balance-sheet assets.
What is the group's known posture on co-investments alongside external partners?
The group has historically partnered with global airlines and hotel operators through joint ventures and service agreements rather than passive co-investments. Its hospitality division competes directly with international luxury brands rather than investing alongside them.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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