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 limited liability company that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges a combination of a percentage of assets under management and performance-based fees, and it does not identify as an active ESG investor. Its regulatory footprint is small (not multi-state) and the firm is positioned as a boutique manager rather than a capital allocator or pension consultant.

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

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth