Bora Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338951
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bora Capital, LLC is a small, privately owned limited liability company that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges a combination of a percentage of assets under management and performance-based fees, and it does not identify as an active ESG investor. Its regulatory footprint is small (not multi-state) and the firm is positioned as a boutique manager rather than a capital allocator or pension consultant.
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 Equities78%
- Cash & Cash Equivalents22%
Contacts
3 of 4Ravindra Thota
Co-FounderCRD 8178226
Amulya Surapaneni
PartnerCRD 8178227
Ishwarya Thota
Managing PartnerCRD 8178228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Scott Investment Advisors, L.P.
RIAJackson, WY
Rook Strategies Wealth Management, Pllc
RIAOpes Capital Group, LLC
RIALos Angeles, CA
Schooner Wealth Management
RIABroadreach Capital, LLC
RIAKiehne Wealth & Retirement, LLC
RIALos Lunas, NM