Vihar Capital Management

RIAState Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$360K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
329706
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vihar Capital Management is a Connecticut-registered limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its compensation arrangements include a percentage-of-AUM fee, hourly charges, and the ability to collect performance-based fees. The adviser reports a preference for equity exposures and maintains some allocations to commodity and energy-related alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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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

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Location

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Headquartered in , null.

Office locations

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