Shah Capital Management
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 133941
- Registered since
- February 4, 2005
- Website
- www.shahcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles87.82%
- HNWI7.82%
- Individuals2.45%
- Other1.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Shah Capital Management is a corporation registered with the SEC since 2005 and is classified as a hedge fund. The firm serves both individual/family and institutional clients and provides portfolio management for individuals/small businesses as well as for pooled investment vehicles. It acts in sponsor and general partner roles for pooled vehicles and charges fees based on a percentage of assets under management plus performance-based fees. The firm does not identify 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 Equities62%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents13%
Owners & executives
1 of 1
Himanshu Shah
Founder, President and Chief Investment OfficerCRD 2121411
Contacts
1 of 1
Chaya Rao
DirectorCRD 5486956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$22.3M in ETFs
100%
$22.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $22.3M | 382,324 | 100.00% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 2301 Sugar Bush Rd
- Time zone
- ET (UTC-5)
- Office locations
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