HARMONEY CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DUBLIN, California
CRD number
339011

Firm profile

FINTRX

Overview

Harmoney Capital LLC is a privately held limited liability company run by an individual owner. Publicly available records classify the firm as unclassified and indicate it is not a multi-state adviser, not a pension consultant, and does not identify as an active ESG investor. The firm serves as sponsor, general partner and managing member of pooled investment vehicles, signaling its primary activity is operating private pooled funds rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • VISHAL KARIR

    Chief Investment OfficerCRD 4298658

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

DUBLIN, CA

ALAMEDA

Location

DUBLIN, CA

Headquartered in DUBLIN, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
4101 Dublin Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth