Ares-Bound Capital

RIASEC Registered
Total AUM
$464K
Discretionary
$464K
100% of AUM
Avg account
$24.4K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310218
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ares-Bound Capital operates as a small, fee-based advisory boutique focused on discretionary portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and tends to allocate client portfolios toward publicly traded equities, using exchange-traded instruments as the primary building block. With a client base composed of individual and family relationships rather than institutional mandates, the firm emphasizes straightforward equity exposure and core diversification rather than niche or high-turnover strategies. The adviser does not present itself as an ESG specialist and does not operate as a multi-state or pension consultant. Its business model centers on managing relatively compact accounts with a hands-on, discretionary approach, making use of both individual securities and pooled vehicles to meet client objectives.

Assets & Accounts

Public Holdings

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 79%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 6%, Derivatives 3%, US Government Bonds 2%79%
  • Exchange Traded Equities79%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds6%
  • Derivatives3%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Riddhiman Moharar

    Riddhiman Moharar

    CEOCRD 7328429

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth