Galaria Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 123658
- Website
- galariacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.47%
- Individuals31.33%
- Charitable Organizations1.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Galaria Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, and focuses on portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. Galaria does not position itself as an active ESG investor, is not a multi-state adviser per the available data, and is not described as a capital allocator or pension consultant.
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 Equities89%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities3%
Contacts
3 of 3
Alzena Saleem
Investment AdvisorCRD 4282360
Ibrahim Galaria
Financial AdvisorCRD 2445142
Irfan Galaria
PhysicianCRD 6644906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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