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 a privately held investment adviser organized as an LLC that manages portfolios for individuals, families and select institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses. It reports an owner-type of “individual” and is not characterized as a multi-state adviser, pension consultant, or capital allocator; it does not identify as an active ESG investor. SEC registration year is not provided.
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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