Ahara Advisors

RIASEC RegisteredEst. 2024
Total AUM
$185M
Discretionary
$183M
99% of AUM
Avg account
$1.4M
Accounts
132
Employees
3
Advisory reps
3

Firm details

Headquarters
Jersey City, New Jersey
CRD number
312385
Registered since
September 6, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ahara Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2024 and operates as a limited liability company. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Ahara charges a mix of fee structures — percentage of AUM, hourly fees, and fixed fees — and identifies itself as a capital allocator that places client capital with external managers. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 31%, Private Funds 25%, Non-Exchange Traded Equities 20%, Cash & Cash Equivalents 9%, US Government Bonds 6%, Public Funds/Mutual Funds 6%, State & Local Bonds 2%, Other 1%31%
  • Exchange Traded Equities31%
  • Private Funds25%
  • Non-Exchange Traded Equities20%
  • Cash & Cash Equivalents9%
  • US Government Bonds6%

Owners & executives

2 of 2
  • Aseem Garg

    Aseem Garg

    Founder and Chief Investment OfficerCRD 7333129

  • Kamel Tarazi

    Kamel Tarazi

    Chief Operating OfficerCRD 7793233

Contacts

1 of 1
  • Jay Patel

    Jay Patel

    Vice PresidentCRD 6092717

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Hudson
Address
201 Montgomery St
Time zone
ET (UTC-5)
Office locations

Similar firms