Haron Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298059
- Registered since
- May 24, 2021
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI94.61%
- Corporations / Businesses5.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Haron Capital Management, LLC is an owner-operated SEC-registered RIA that runs concentrated, equity-focused portfolios for individual, family and select institutional clients. The firm offers portfolio management for individuals and small businesses and charges a mix of AUM-based fees and performance-based fees. Since registering with the SEC in 2021, Haron has positioned itself toward active management through exchange-traded securities while retaining capacity to allocate to external alternative managers when appropriate. The firm’s stated investment preference is equities, and its filings show a clear tilt to exchange-traded equities as the dominant sleeve of client portfolios. Haron does not identify as an active ESG investor and does not operate as a multi-state adviser in the sense of wide geographic registration. Their operating structure is a limited liability company with individual ownership and no indication that they serve as a capital allocator in the sense of running pooled private funds.
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 Equities83%
- US Government Bonds10%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds1%
Contacts
2 of 2
Joshua Haron
Vice PresidentCRD 1325084

Magid Baina
Managing DirectorCRD 7391626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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