Haron Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$46.8M
Discretionary
$46.8M
100% of AUM
Avg account
$503K
Accounts
93
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
298059
Registered since
May 24, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI94.61%
  • Corporations / Businesses5.39%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Haron Capital Management, LLC is an owner-operated SEC-registered RIA that runs concentrated, equity-focused portfolios for individual, family and select institutional clients. The firm offers portfolio management for individuals and small businesses and charges a mix of AUM-based fees and performance-based fees. Since registering with the SEC in 2021, Haron has positioned itself toward active management through exchange-traded securities while retaining capacity to allocate to external alternative managers when appropriate. The firm’s stated investment preference is equities, and its filings show a clear tilt to exchange-traded equities as the dominant sleeve of client portfolios. Haron does not identify as an active ESG investor and does not operate as a multi-state adviser in the sense of wide geographic registration. Their operating structure is a limited liability company with individual ownership and no indication that they serve as a capital allocator in the sense of running pooled private funds.

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 83%, US Government Bonds 10%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 1%83%
  • Exchange Traded Equities83%
  • US Government Bonds10%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds1%

Contacts

2 of 2
  • Joshua Haron

    Joshua Haron

    Vice PresidentCRD 1325084

  • Magid Baina

    Magid Baina

    Managing DirectorCRD 7391626

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth