DOXARA CAPITAL LP

RIASEC RegisteredEst. 2026
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$62.5M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
339621
Registered since
January 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Doxara Capital LP is a small, SEC‑registered limited partnership that provides discretionary portfolio management services to institutional clients. The firm focuses on managing large, concentrated mandates for businesses and institutions rather than a broad retail base. Its compensation combines a percentage of assets under management with performance‑based fees, signaling active portfolio management and an orientation toward outcome‑driven strategies. Doxara does not position itself as a capital allocator running an in‑house fund platform; instead it sources external managers and strategies to construct client portfolios. The firm is not an active ESG investor and does not advertise multi‑state or pension consulting operations, which reinforces a narrow institutional advisory remit.

Assets & Accounts

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

Owners & executives

2 of 2
  • GIGI LAM

    Interim Chief Financial OfficerCRD 2061588

  • JINGWEN WANG

    Founder and Chief Investment OfficerCRD 6346198

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

JACKSONVILLE, FL

DUVAL

Location

JACKSONVILLE, FL

Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
10752 Deerwood Park Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth