Ataraxis Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338150
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals93.34%
- HNWI6.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ataraxis Capital, LLC is an independently owned registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and discretionary portfolio management, with service reach concentrated on individuals, families and small businesses rather than institutional mandates. Fee arrangements are flexible and include asset-based fees, hourly billing and performance-linked fees. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Derivatives4%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
Contacts
1 of 1
Shrey Patel
Senior Investment AnalystCRD 6164248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations