Bora Capital, LLC

RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$217K
Accounts
23
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
338951
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bora Capital, LLC is a small, privately owned investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors. The firm charges a percentage-of-AUM fee and also may collect performance-based fees. According to filings, Bora Capital does not position itself as an active ESG investor, is not a multi-state registered adviser, and is not a capital allocator running third-party capital programs.

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 78%, Cash & Cash Equivalents 22%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents22%

Contacts

3 of 4
  • Ravindra Thota

    Co-FounderCRD 8178226

  • Amulya Surapaneni

    PartnerCRD 8178227

  • Ishwarya Thota

    Managing PartnerCRD 8178228

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth