Ishara Investments LP

RIASEC RegisteredEst. 2024
Total AUM
$259M
Discretionary
$259M
100% of AUM
Avg account
$86.4M
Accounts
3
Employees
6
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
331869
Registered since
December 31, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ishara Investments LP is a limited partnership registered with the SEC in 2024 and operates as a hedge fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and functions in sponsor and manager roles (GP/managing member) and as a CPO/CTA where applicable. Its compensation combines a percentage of assets under management with performance-based fees, consistent with hedge fund economics. Ishara does not identify as an active ESG investor and is not classified as a capital allocator. The organization’s ownership is listed as a mix of a domestic entity and an individual. With only a handful of institutional clients and direct oversight of pooled vehicles, the firm appears structured to run concentrated, manager-controlled strategies rather than broad advisory platforms.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Seth Berman

    Chief Financial OfficerCRD 1696378

Contacts

1 of 1
  • Shaun Mehra

    FounderCRD 6210905

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

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
8929 Exposition Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth