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 an individually owned investment adviser organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm’s client base is focused on individual and family relationships rather than institutional or pension work. Its stated fee structure includes a percentage-of-assets model and performance-based fees, alongside other fee arrangements. The adviser is not flagged as an active ESG investor, multi-state adviser, pension consultant, or capital allocator in the available filing.

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

FINTRX

Recent M&A activity

FINTRX

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