|
⚲
|
| Keyboard |
| Ahara Advisors LLC
✚
|
|
|---|---|
| CRD # | 312385 |
| SEC # | 801-131074 |
| CIK # | 0002116771 |
| AUM | 185.4 M (2026-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 412-908-0844 |
| Address | 201 Montgomery St Jersey City, NJ 07302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (8/3/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation
Ahara Advisors generally provides access to its services to institutions and families at a rate of $1000 per
hour. All fees disclosed below are negotiable at Ahara Advisors’ discretion. All fees will be invoiced directly
to the client.
Ahara Advisors ADV Part 2A & 2B July 2026 Page 7 of 29
Private Clients
Trade Execution Service
We do not charge fees for our Trade Execution service.
Portfolio Management
The maximum annual fee charged for this service will not exceed 1% per annum. Fees to be assessed
will be outlined in the advisory agreement to be signed by the client. Ahara Advisors bills on cash
unless indicated otherwise in writing. Annualized fees are billed on a pro-rata basis quarterly in arrears
based on the average daily balance of the quarter. Fees will be deducted from the client’s account(s).
In certain instances, the Firm may use margin to purchase securities for a client’s portfolio. Such use
will typically increase the market value of the assets in a client’s account, and thus increase the fee
billed on the account. If the client portfolio is invested in illiquid or alternative investment(s). the Firm
will use the total commitment value, or cost basis, whichever is applicable to determine the fee to be
billed for the first 12 months the asset is held in the clients portfolio. After such time, the Firm will
no longer assess a fee on such assets.
In rare cases, our firm may agree to directly invoice for this service. As part of this process, clients
understand the following:
• The client’s independent custodian sends statements at least quarterly showing the market
values for each security included in the Assets and all account disbursements, including the
amount of the advisory fees paid to our firm;
• Clients will provide authorization permitting our firm to be directly paid by these terms. Our
firm will send an invoice directly to the custodian; and
• If our firm sends a copy of our invoice to the client, a legend urging the comparison of
information provided in our statement with those from the qualified custodian will be
included.
State of the Family Report
We charge a fixed fee for the Report. The fee will be based upon the expected amount of hours of
work required to provide the service. The total fee, which will not exceed 1% per annum on Net
Assets 1 to be paid is negotiable and based on the estimated time to meet with the client, collect the
necessary data, and complete and present the recommendations outlined in the report. For example,
Client X owns $2MM of stocks, $1MM of cash, and owns a $4MM home, which is financed by a $1MM
mortgage, then X has $6MM of net assets ($2MM+$1MM+$4MM-$1MM). The State of the Family
report for X is estimated to take 3 months to complete. Therefore, the fee for the report would be no
more than $15,000 ($6MM*1%*(3/12 of a year)). An initial deposit of $495, which covers the initial
Net Assets include the client’s disclosed net worth and should include the client's estimate of their holdings in
liquid securities (e.g., cash, stocks, bonds, and funds), private investments, and real estate reduced by liabilities (e.g.,
mortgages or other forms of debt)
Ahara Advisors ADV Part 2A & 2B July 2026 Page 8 of 29
meeting and data collection, is due and payable to Ahara Advisors on the effective date of a
contractual agreement and the remainder of the fee will be due upon delivery, and presentation, of
the Report. Please note that we will not collect $500 or more, six (6) or more months, in advance. The
fee will be based on the hourly rate disclosed above. Payments will be accepted in the form of wire
transfer or credit card. The Financial Consulting Agreement will disclose the fee for services.
If for any reason the client terminates this agreement prior to the completion and presentation of the
Report, the client will be responsible for all fees over and above the initial deposit, if applicable, for
all time spent in reviewing data and documentation, and work on the report. The fee is due and
payable at the time the agreement is terminated.
Financial Consulting and Support
The ongoing consulting and support fee is based upon an estimate of the hours involved and the
potential benefit to the client. The ongoing consulting and support fee, which will not exceed 1% per
annum on Net Assets and will not increase except annually at the rate of inflation, to be paid is
negotiable and based on the estimated time to; review client financial data, meet with the client,
collect any necessary data, execute trades on the client's behalf, respond to client requests for
financial guidance, and to develop client-specific investment or positioning recommendations to be
presented during the or between scheduled meetings. For example, Client X, as shown under the
State of the Family Report section, would incur a support fee of no more than $60,000 per year
($6MM*1%). Irrespective of any growth in assets, the fee will remain $60,000 with inflationary
adjustments in future years (e.g., if inflation increases 5% in the following year the fee would increase
by $3000, e.g., $60,000*105% = $63,000). Ahara Advisors will only charge clients the negotiated rate
on the estimated time to perform the services described above. Payments will be accepted in the
form of wire transfer or credit card. The maximum fee charged for this service which includes the fee
from sub-advisor/third-party money manager (if utilized) will not exceed 2%. Annualized fees are
... |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 10.7 | ||
| Alphabet Inc | 8.8 | ||
| Uber Technologies Inc | 6.9 | ||
| Airbnb Inc | 6.4 | ||
| Nvidia Corp | 5.7 | ||
| Amazon Com Inc | 4.8 | ||
| Apple Inc | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| Expedia Inc | 3.6 | ||
| Roblox Corp | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 55 | 185.4 |
| (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 | 132 | 185.4 |
| By Discretionary | ||
| Discretionary | 126 | 182.7 |
| Non-Discretionary | 6 | 2.6 |
| Total | 132 | 185.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.4 | |
| Total | 132 | 185.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002116771] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hillspring Financial Inc
✚
|
AZ | 186.0 M |
|
Schrum Private Wealth Management LLC
✚
|
FL | 185.9 M |
|
The Kocen Financial Group Inc
✚
|
CA | 185.9 M |
|
Liberty Atlantic Advisors LLC
✚
|
185.8 M | |
|
Doheny Asset Management LLC
✚
|
CA | 185.7 M |
|
First Mason Financial LLC
✚
|
OH | 185.7 M |
|
Delos Wealth Advisors LLC
✚
|
TX | 185.6 M |
|
Meadowbrook Investment Advisors LLC
✚
|
MI | 185.2 M |
|
PCB Capital LLC
✚
|
NJ | 184.8 M |
|
Torrey-Payne Wealth Management LLC
✚
|
CA | 184.8 M |