Vihar Capital Management

RIASEC 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 small, independent registered investment adviser focused on serving individual and family clients. The firm concentrates its client relationships on discretionary portfolio management and financial planning, and it lists portfolio management for individuals, small businesses and institutional/business clients among its advisory activities. Its fee menu includes a percentage-of-AUM charge, hourly billing and the option for performance-based fees, which indicates the firm can combine ongoing wealth management with project work and incentive-aligned strategies for certain mandates. Asset allocation tilts heavily toward public equities, with the adviser favoring exchange-traded equities and strategies built from ETFs and individual listed securities. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Ownership is individual-operated, and the business is structured as a limited liability company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

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

Contacts

1 of 1
  • Ashish Bordia

    Managing MemberCRD 6839601

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth