Haron Capital Management, LLC
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
FINTRXOverview
Haron Capital Management, LLC is an independent, privately owned limited liability advisory firm that provides portfolio management services to individuals, families and small-business clients, with institutional relationships as well. The firm charges both a percentage of assets under management and performance-based fees. Its stated advisory activity centers on direct portfolio management rather than acting as a dedicated capital allocator or pension consultant. Haron identifies equity investing as a primary preference and does not characterize itself as an active ESG investor.
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 Equities83%
- US Government Bonds10%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds1%
Contacts
2 of 2
Joshua Haron
Vice PresidentCRD 1325084
Magid Baina
Managing DirectorCRD 7391626
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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