Ahakista Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$345M
Discretionary
$0
0% of AUM
Avg account
$69M
Accounts
5
Employees
8
Advisory reps
6

Firm details

Headquarters
,
CRD number
337864
Registered since
December 2, 2025
Custodians
GOLDMAN SACHS & CO. LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Fixed Fees
Client types
  • HNWI86.96%
  • Individuals13.04%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ahakista Capital LLC is a limited liability investment advisory firm focused on portfolio management for individuals, small businesses and institutional/business clients. The firm operates on a fixed-fee advisory model and provides primarily non-discretionary investment services, meaning clients retain final trading authority while Ahakista Capital LLC delivers portfolio construction, investment recommendations and ongoing oversight. Investment activity centers on public-market equity exposure delivered through separately managed account vehicles and exchange-traded instruments. The firm maintains broker-dealer relationships and other adviser affiliations to support trade execution and custody arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 36%, State & Local Bonds 27%, Private Funds 17%, Cash & Cash Equivalents 14%, US Government Bonds 3%, Public Funds/Mutual Funds 3%36%
  • Exchange Traded Equities36%
  • State & Local Bonds27%
  • Private Funds17%
  • Cash & Cash Equivalents14%
  • US Government Bonds3%

Owners & executives

2 of 2
  • Joshua Fremed

    Joshua Fremed

    Chief Operating OfficerCRD 4985772

  • Lincoln Ellis

    Chief Investment OfficerCRD 3240560

Contacts

3 of 4
  • Shari Crawford

    RepresentativeCRD 2387030

  • Michael Going

    Michael Going

    Managing PartnerCRD 4687384

  • Nicolo Bossi

    Nicolo Bossi

    Managing PartnerCRD 8130752

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth