Overview
Assets Under Management: $345 million
High-Net-Worth Clients: 4
Average Client Assets: $75.0 million
Frequently Asked Questions
AHAKISTA CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337864), AHAKISTA CAPITAL LLC is subject to fiduciary duty under federal law.
AHAKISTA CAPITAL LLC serves 4 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, AHAKISTA CAPITAL LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
AHAKISTA CAPITAL LLC manages $345 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, AHAKISTA CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.96%
Average Client Assets: $75.0 million
Total Client Accounts: 5
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 337864
Filing ID: 2074586
Last Filing Date: 2026-03-30 17:26:50