Ashoka Whiteoak Capital Pte. Ltd.

RIASEC RegisteredEst. 2024
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$414M
Accounts
13
Employees
23
Advisory reps
3

Firm details

Headquarters
Samsung Hub,
CRD number
299712
Registered since
March 8, 2024
Custodians
J.P. MORGAN SECURITIES INC., HSBC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles67.79%
  • Sovereign Wealth Funds27.68%
  • Investment Companies2.01%
  • Corporations / Businesses1.36%
  • Insurance Companies1.15%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ashoka Whiteoak Capital Pte. Ltd. is a hedge-fund-style investment manager registered with the SEC in 2024. The firm operates with a fee model that combines a percentage of assets under management and performance-based fees, and it primarily serves institutional clients. Its regulatory and operating profile identifies it as a CPO/CTA and as an adviser that provides portfolio management for investment companies and pooled investment vehicles. The firm is not characterized as an ESG-focused investor and is not described as a capital allocator; ownership is listed as a mix of foreign entity and individual.

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 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Sanjay Vaid

    Chief Executive OfficerCRD 7050627

Contacts

2 of 2
  • Pranita Gramopadhye

    DirectorCRD 7848292

  • Manoj Garg

    DirectorCRD 7254750

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Samsung Hub, null

Location

Samsung Hub, null

Headquartered in Samsung Hub, null.

Address
3 Church St 2204
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth