Viraj Capital, LLC

RIASEC Registered
Total AUM
$846K
Discretionary
$846K
100% of AUM
Avg account
$106K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
Cambridge, Massachusetts
CRD number
304730
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Viraj Capital, LLC is a small, privately held investment advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm reports an individual owner and serves a client base made up of individual and family investors rather than institutional mandates. Its advisory model uses a mix of percentage-of-AUM fees and performance-based fees (plus unspecified “other” fees), and it does not present itself as a capital allocator or a multi-state/registered institutional adviser. The firm does not register itself as an active ESG investor, and its regulatory classification on public filings is unclassified. Services are centered on direct portfolio management rather than pension consulting or operating as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Cash & Cash Equivalents 52%, Exchange Traded Equities 39%, Derivatives 9%52%
  • Cash & Cash Equivalents52%
  • Exchange Traded Equities39%
  • Derivatives9%

Contacts

1 of 1
  • Sumit Dhanda

    Investment Advisor Representative and CCOCRD 4325631

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cambridge, MA

Middlesex

Location

Cambridge, MA

Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
1 Mifflin Place 119 Mount Aubu St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth