Nidhi Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157319
- Website
- www.nidhicapital.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals95.35%
- Charitable Organizations4.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Nidhi Capital, LLC is a small independent registered investment adviser that focuses on fee-based relationships with individual and family clients. The firm positions itself as a capital allocator, blending discretionary portfolio management with financial planning and advisory services for individuals, small businesses and institutions. Its service mix includes ongoing portfolio management, pension consulting, and educational seminars, and its fee arrangements are flexible—covering percentage-of-AUM, hourly, fixed-fee and performance-based structures. Investment activity centers on public market equities, with the firm showing a clear preference for exchange-traded instruments as the primary vehicle for client exposure. That equity tilt suggests the firm builds liquid, tradable portfolios that can be adjusted quickly, while reserving a portion of client capital for externally managed alternative real estate exposure and mutual funds where appropriate.
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 Equities100%
Owners & executives
1 of 1Ravi Kumar Devisetty
Chief Investment OfficerCRD 5908746
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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