Sharma Associates, Inc.

Overview

Sharma Associates, Inc. is a small, individually owned corporate RIA that operates as a broker-dealer and provides portfolio management services targeted at individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and reports that it does not act as a capital allocator to outside managers. It does not identify as an active ESG investor and is not registered as a multi-state adviser; its advisory work is focused on traditional portfolio management rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives