SHEIKH INVESTMENTS, INC.

Overview

Sheikh Investments, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed fees, suggesting a mix of ongoing advisory relationships and project-based engagements. The adviser does not act as a capital allocator and is not positioned as a multi-state or newly formed adviser. It is not an active ESG investor according to the available data. The business model appears to emphasize advisory services delivered on a non-discretionary basis rather than delegated portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices