Ahakista Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 337864
- Registered since
- December 2, 2025
- Custodians
- GOLDMAN SACHS & CO. LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Fixed Fees
- Client types
- HNWI86.96%
- Individuals13.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ahakista Capital LLC is a limited liability investment advisory firm focused on portfolio management for individuals, small businesses and institutional/business clients. The firm operates on a fixed-fee advisory model and provides primarily non-discretionary investment services, meaning clients retain final trading authority while Ahakista Capital LLC delivers portfolio construction, investment recommendations and ongoing oversight. Investment activity centers on public-market equity exposure delivered through separately managed account vehicles and exchange-traded instruments. The firm maintains broker-dealer relationships and other adviser affiliations to support trade execution and custody arrangements.
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 Equities36%
- State & Local Bonds27%
- Private Funds17%
- Cash & Cash Equivalents14%
- US Government Bonds3%
Owners & executives
2 of 2
Joshua Fremed
Chief Operating OfficerCRD 4985772
Lincoln Ellis
Chief Investment OfficerCRD 3240560
Contacts
3 of 4Shari Crawford
RepresentativeCRD 2387030

Michael Going
Managing PartnerCRD 4687384

Nicolo Bossi
Managing PartnerCRD 8130752
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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