ISHARA INVESTMENTS LP

RIASEC RegisteredEst. 2024
Total AUM
$259M
Discretionary
$259M
100% of AUM
Avg account
$86.4M
Accounts
3
Employees
6
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
331869
Registered since
December 31, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ishara Investments LP is a limited partnership registered with the SEC in 2024 that operates as a hedge fund focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and serves in sponsor and general partner roles; it is also identified as a CPO/CTA and managing member for pooled vehicles. Fee arrangements combine a percentage of assets under management with performance-based compensation. Ishara is not positioned as a capital allocator and reports that environmental, social and governance (ESG) investing is not an active priority.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • SETH BERMAN

    Chief Financial OfficerCRD 1696378

Contacts

1 of 1
  • SHAUN MEHRA

    FounderCRD 6210905

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
8929 Exposition Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth