Ahara Advisors
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 312385
- Registered since
- September 6, 2024
- Website
- www.aharaadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ahara Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2024 and operates as a limited liability company. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Ahara charges a mix of fee structures — percentage of AUM, hourly fees, and fixed fees — and identifies itself as a capital allocator that places client capital with external managers. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities31%
- Private Funds25%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents9%
- US Government Bonds6%
Owners & executives
2 of 2
Aseem Garg
Founder and Chief Investment OfficerCRD 7333129
Kamel Tarazi
Chief Operating OfficerCRD 7793233
Contacts
1 of 1
Jay Patel
Vice PresidentCRD 6092717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hudson
- Address
- 201 Montgomery St
- Time zone
- ET (UTC-5)
- Office locations
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