Doxara Capital LP

RIASEC RegisteredEst. 2026
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$62.5M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
Jacksonville, Florida
CRD number
339621
Registered since
January 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Doxara Capital LP is a limited partnership that registered with the SEC in 2026 and operates as an institutional registered investment adviser focused on serving institutional clients. The firm’s core advisory activity is portfolio management for businesses and institutions. Its client arrangements combine a percentage-of-assets fee with performance-based fees, consistent with engagements that include both traditional discretionary management and incentive-driven alternative investments. Doxara reports it is not an active ESG investor and does not present itself as a capital allocator or a multi-state adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • Gigi Lam

    Interim Chief Financial OfficerCRD 2061588

  • Jingwen Wang

    Founder and Chief Investment OfficerCRD 6346198

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
10752 Deerwood Park Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth