Vihar Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 329706
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vihar Capital Management is a small, independent registered investment adviser focused on serving individual and family clients. The firm concentrates its client relationships on discretionary portfolio management and financial planning, and it lists portfolio management for individuals, small businesses and institutional/business clients among its advisory activities. Its fee menu includes a percentage-of-AUM charge, hourly billing and the option for performance-based fees, which indicates the firm can combine ongoing wealth management with project work and incentive-aligned strategies for certain mandates. Asset allocation tilts heavily toward public equities, with the adviser favoring exchange-traded equities and strategies built from ETFs and individual listed securities. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Ownership is individual-operated, and the business is structured as a limited liability company.
Assets & Accounts
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 Equities100%
Contacts
1 of 1Ashish Bordia
Managing MemberCRD 6839601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations