Overview
Assets Under Management: $768 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 27
Average Client Assets: $2.2 million
Frequently Asked Questions
SHAH CAPITAL MANAGEMENT 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 #133941), SHAH CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
SHAH CAPITAL MANAGEMENT is headquartered in RALEIGH, NC.
SHAH CAPITAL MANAGEMENT serves 27 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, SHAH CAPITAL MANAGEMENT offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
SHAH CAPITAL MANAGEMENT manages $768 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, SHAH CAPITAL MANAGEMENT serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.82%
Average Client Assets: $2.2 million
Total Client Accounts: 83
Discretionary Accounts: 83
Regulatory Filings
CRD Number: 133941
Filing ID: 2053644
Last Filing Date: 2026-02-23 15:49:25