Ares-Bound Capital
Firm details
- Headquarters
- ,
- CRD number
- 310218
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities79%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds6%
- Derivatives3%
- US Government Bonds2%
Owners & executives
1 of 1
Riddhiman Moharar
CEOCRD 7328429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
MCJ Capital Partners
RIAYackee Potempa & Smalley Asset Management
RIAFort Wayne, IN
Agentech Equities, LLC
RIAClarity Financial
RIAArcadia, CA
GBS Group
RIAMiramar, FL
Park 10 Financial LLC
RIAHouston, TX