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The Thesis
The strategy centers on analysis of ROIC vs. WACC spreads to identify businesses that are actually creating value, not just consuming capital. Efficient reinvestment of capital is more important than high growth. In the long run those businesses which efficiently deploy capital return higher value to shareholders. This is the basis of our strategy. We look for the "toll booths" of the global economy—high-conviction digital platforms and critical infrastructure with durable moats.
Our philosophy is built on finding resilient, capital-efficient business models that anchor the structural growth of the modern world. From the dominant global marketplaces and payment rails you use daily to frontier satellite communications, we invest in the compounding entities that form the backbone of international commerce.
About
Dr. S. Sood, M.S., Ph.D.
Portfolio Manager
SEC Individual Registration:
https://adviserinfo.sec.gov/individual/summary/8222503
This is the individual portfolio manager registration. For firm registration, see the Credentials section below.
📍 New York, NY
Strategy Overview [Simplified Explanation]
* Precise calculations of ROIC and WACC for a large business are highly complex and requires domain knowledge and expertise, this video is a very dumbed down explanation for the strategy at a high level
Fiduciary Standards & Credentials
SEC & NY State Registered: All registration information, including required disclosures and compliance documents, is available at: https://adviserinfo.sec.gov/firm/summary/340811
This is the official SEC registration link for Silpa Services LLC (our Investment Advisory Firm). For individual portfolio manager registration, see the About section above.
Operating under Silpa Services LLC, we prioritize transparency and a legal obligation to your success. As a Registered Investment Adviser (RIA), our duty is to your best interest—always.
Uniform Investment Adviser Law Certified. Licensed to provide professional, fiduciary-grade investment advice.
Fully Registered Investment Adviser (RIA) in New York, governed by the Investor Protection Bureau of the NY Attorney General. Registration records available via SEC IAPD.
Assets are held securely at Schwab Institutional. We manage the strategy; an industry giant secures the capital.
Accounts are protected by the SIPC for up to $500,000 (including $250k for cash) against custodial failure.
Fee Alignment
Success should be a shared outcome. Our fee structure is intentionally lean, ensuring that more of your capital stays working for you in the market.
*Applied to Assets Under Management (AUM). This preferential rate is locked in for founding partners for their first 12 months, rewarding early alignment with our growth.
While legacy funds often start at 1.5% or 2.0%, Pillar Global offers institutional-grade management with a pedigree from J.P. Morgan, Citi, and Merrill Lynch at a fraction of the cost.
Option 2: Discretionary Managed Accounts
For investors seeking the benefits of professional portfolio management with individual account ownership and flexibility, we offer Discretionary Managed Accounts through Silpa Services LLC. This is ideal for clients with investment capital under $100,000 who want institutional-grade management combined with liquidity and personal account control.
How It Works
Discretionary Authority: You authorize Silpa Services LLC to manage your account on a discretionary basis, giving us the authority to make investment decisions on your behalf without requiring pre-approval for each trade. We implement the same proven strategy used in Pillar Global Fund—identifying capital-efficient businesses with durable competitive advantages.
Individual Account Ownership
Your account is registered in your own name at Schwab Institutional. You maintain direct ownership and visibility of every position.
Instant Liquidity
You have the freedom to withdraw funds anytime without restriction. Unlike fund redemption periods, your capital is always accessible.
Pooled Opportunities
Benefit from the same diversified portfolio strategy and economies of scale as Pillar Global Fund participants—professional analysis and active rebalancing for your individual account.
Global Accessibility
Investors from around the world can participate. Geographic barriers are removed—if you can verify compliance requirements, you can invest.
Lower Minimums
Start with less than $100,000. Grow your relationship with us over time—no institutional minimums required.
Same Fee Alignment
Managed accounts are offered at our standard 1.00% annual management fee—the same founding partner rate as Pillar Global Fund participants.
Why Choose a Managed Account Over the Fund?
- Instant Redemptions: Withdraw anytime without waiting for fund redemption schedules.
- Tax Efficiency: Greater control over tax-loss harvesting and individual position management.
- Transparency: Direct visibility into all holdings and transactions in your own brokerage account.
- Estate Planning: Assets in your name simplify succession planning and can reduce probate complexity.
- Lower Barriers: Start with capital under $100,000—perfect for early-stage relationships that may grow into larger positions.
Interested in a Discretionary Managed Account?
Contact us at +1 (631) 875 2358 or silpaservicellc@gmail.com to discuss which option best aligns with your investment goals.
Active Portfolio Strategy
| Ticker | Company Name | Asset Class | Target Allocation | Day Change |
|---|---|---|---|---|
| 75% - Stable Compounders | ||||
| AMZN | Amazon.com, Inc. | Consumer/Cloud | 12.5% | -- |
| GOOG | Alphabet Inc. | Search/AI | 12.0% | -- |
| META | Meta Platforms, Inc. | Social/AI | 11.5% | -- |
| V | Visa Inc. | Payments | 6.5% | -- |
| MA | Mastercard Inc. | Payments | 5.5% | -- |
| TSM | Taiwan Semi Mfg. | Semiconductors | 5.5% | -- |
| BRK/B | Berkshire Hathaway | Diversified | 5.0% | -- |
| COST | Costco Wholesale | Retail | 4.5% | -- |
| WMT | Walmart Inc. | Retail | 4.0% | -- |
| MCO | Moody's Corp. | Financial Svcs | 3.0% | -- |
| MU | Micron Technology, Inc. | Semiconductors | 2.5% | -- |
| UBER | Uber Tech Inc. | Logistics | 2.0% | -- |
| TPL | Texas Pacific Land | Resources | 0.5% | -- |
| 20% - High Growth (10X Potential) | ||||
| ZETA | Zeta Global Corp. | Marketing AI | 8.5% | -- |
| ASTS | AST SpaceMobile | Satellite Telecom | 7.5% | -- |
| LMND | Lemonade, Inc. | InsurTech | 4.0% | -- |
| 5% - Turnarounds & Cash | ||||
| UA | Under Armour, Inc. | Consumer Goods | 1.5% | -- |
| LUMN | Lumen Technologies | Infrastructure | 1.5% | -- |
| CASH | Liquidity | N/A | 2.0% | 0.00% |
Client Funds Custody
We prioritize the safety and security of client assets through a Non-Custodial Investment Model. This creates a clear structural separation between fund management and the custody of your assets. Your funds are held by industry-leading institutional custodians, not by our firm—providing bankruptcy protection and regulatory oversight.
US Domestic Clients: Charles Schwab Institutional
For US-based clients investing in Pillar Global Fund or opening Discretionary Managed Accounts, we utilize Charles Schwab Institutional as our primary custodian.
| Feature | Benefit |
|---|---|
| Segregated Accounts | Your assets are held independently of Silpa Services LLC in your name or your account structure. |
| Bankruptcy Protection | Assets are protected from management liabilities. In the unlikely event of firm failure, your investments remain untouched at Schwab. |
| SIPC Coverage | Accounts are protected by the SIPC for up to $500,000 (including $250,000 for cash) against custodial failure. |
| Institutional Clearing | Professional-grade execution, settlement, and reporting with real-time transparency into all positions and transactions. |
| Discretionary Account Management | For managed accounts, you maintain direct ownership while we execute trades on a discretionary basis. Complete withdrawal flexibility at any time. |
Schwab Institutional represents the same institutional-grade custody infrastructure used by the world's largest pension funds, endowments, and professional asset managers.
International Clients: Interactive Brokers (IBKR)
For international clients outside the United States, we partner with Interactive Brokers (IBKR), a leading global custodian and execution platform. This enables us to extend our discretionary managed account services to investors worldwide.
International Service Highlights
- Global Market Access: IBKR provides access to international equities, allowing us to implement our same capital-efficient strategy across global markets.
- Multi-Currency Support: Accounts can be maintained in multiple currencies with competitive FX conversion rates.
- Regulatory Compliance: IBKR is regulated by top-tier international financial authorities and maintains stringent compliance standards.
- Account Segregation: Your assets are held in segregated accounts independent of our firm, with robust investor protection.
- Real-Time Reporting: Full transparency into holdings, transactions, and performance with institutional-grade reporting tools.
Important: Regulatory Restrictions & Compliance Notes
Our firm accepts international clients subject to local laws and jurisdictional restrictions. Below are key examples:
🍁 Canada
Minimum Net Worth Requirement: Canadian provinces have specific suitability and disclosure requirements. We can typically only accept Canadian clients with a minimum net worth of CAD $5,000,000. This threshold ensures compliance with provincial securities regulations governing exempt market dealers and investment advisers.
🇮🇳 India
Tax Withholding on Foreign Remittances: Remittances of funds exceeding certain thresholds are subject to 7% Tax Collected at Source (TCS) under Indian tax law. This tax is withheld by your local banking institution at the time of transfer abroad.
Tax Recovery: This 7% withholding can typically be recovered during your annual income tax filing by claiming it as Foreign Tax Credit or requesting a refund, depending on your tax residency status and applicable tax treaties between India and the United States.
We recommend consulting with a tax advisor familiar with cross-border US-India taxation to optimize your specific situation.
Compliance Note: Before onboarding international clients, we conduct thorough due diligence to ensure compliance with all applicable regulations in your jurisdiction and the United States. Some regions may have additional restrictions or requirements that we will discuss during your initial consultation.
Investor Resources
📄 Download Full Strategy Pitch (PDF) 📄 Form ADV Part 2A (The Brochure) 📄 Form ADV Part 2B (Brochure Supplement)Quarterly Reports
📄 Q1 2026 Quarterly Performance Report - PDF 📄 Q4 2025 Quarterly Performance Report - PDF 📄 Q3 2025 Quarterly Performance Report - PDF 📄 Q2 2025 Quarterly Performance Report - PDF 📄 Q1 2025 Quarterly Performance Report - PDFInvestment Theses
Select a holding to view the specific thesis:
Simulated Performance
Hypothetical growth of $1,000,000 based on our target allocation throughout 2025.
| Period | Portfolio Value (USD) | Quarterly Gain (%) |
|---|---|---|
| Start Q1 2025 | $1,000,000 | — |
| End Q1 2025 | $1,081,690 | +8.17% |
| End Q2 2025 | $1,244,906 | +15.09% |
| End Q3 2025 | $1,307,388 | +5.02% |
| End Q4 2025 | $1,431,315 | +9.48% |
| End Q1 2026 | $1,356,598 | -5.22% |
* Q1-Q4 2025 figures represent a back-tested simulation using actual 2025 market data. Q1 2026 reflects actual quarterly performance using market data through March 31, 2026.