|
⚲
|
| Keyboard |
| Ahakista Capital LLC
✚
|
|
|---|---|
| CRD # | 337864 |
| SEC # | 801-134396 |
| CIK # | |
| AUM | 345.0 M (2026-03-30) |
| Employees | 8 (25% Investors, 50% Brokers) |
| Phone | 212-698-0706 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 45.0 |
| (b) Individuals (high net worth individuals) | 4 | 300.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 345.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 5 | 345.0 |
| Total | 5 | 345.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.0 | |
| Total | 5 | 345.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Archway Wealth Management LLC
✚
|
MO | 345.7 M |
|
Continuum Wealth Advisors LLC
✚
|
NY | 345.6 M |
|
Royal Harbor Partners LLC
✚
|
TX | 344.8 M |
|
Hicks Capital Management LLC
✚
|
OH | 344.7 M |
|
Teramo Advisors LLC
✚
|
FL | 344.7 M |
|
Crescent Advisor Group Inc
✚
|
TX | 344.4 M |
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 344.1 M |
|
Kellett Wealth Advisors LLC
✚
|
OH | 344.0 M |
|
Pachira Investments Inc
✚
|
CA | 343.9 M |
|
Bourne Lent Asset Management Inc
✚
|
NY | 343.9 M |