Ares-Bound Capital
RIASEC Registered
Total AUM
$772K
Discretionary
$772K
100% of AUM
Avg account
$33.6K
Accounts
23
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
FINTRXOverview
Ares-Bound Capital is an independent, individually owned registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges clients a fee based on assets under management and does not position itself as a capital allocator. Its client base is retail-focused—individuals and families—and the firm reports that it is not an active ESG investor. Ares-Bound Capital operates as a single-state adviser rather than a multi-state platform.
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 Equities84%
- Cash & Cash Equivalents14%
- Derivatives2%
Owners & executives
1 of 1
Riddhiman Moharar
CEOCRD 7328429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations