Viraj Capital, LLC
Firm details
- Headquarters
- Cambridge, Massachusetts
- CRD number
- 304730
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Viraj Capital, LLC is a small, privately held investment advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm reports an individual owner and serves a client base made up of individual and family investors rather than institutional mandates. Its advisory model uses a mix of percentage-of-AUM fees and performance-based fees (plus unspecified “other” fees), and it does not present itself as a capital allocator or a multi-state/registered institutional adviser. The firm does not register itself as an active ESG investor, and its regulatory classification on public filings is unclassified. Services are centered on direct portfolio management rather than pension consulting or operating as a related adviser.
Assets & Accounts
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
- Cash & Cash Equivalents52%
- Exchange Traded Equities39%
- Derivatives9%
Contacts
1 of 1Sumit Dhanda
Investment Advisor Representative and CCOCRD 4325631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cambridge, MA
Middlesex
Location
Cambridge, MA
Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 1 Mifflin Place 119 Mount Aubu St
- Time zone
- ET (UTC-5)
- Office locations
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