AJ
AJ

Ajay Jani

5 Years of Experience
New York, NY

Ajay Jani is a registered investment advisor at Single a Capital, LLC, based in New York, NY, with 5 years of industry experience. Ajay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$17.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The firm charges an annual management fee of up to 1.5% based on the client’s assets under management (“AUM”), billed monthly and, for certain qualified clients and if agreed upon in writing, an additional annual performance-based profit allocation of up to 25% of each investor’s annual net realized and unrealized profits, subject to a “high water mark” limitation. These fees are subject to specific negotiations with each particular client. Certain legacy clients may have arrangements different from those described above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Single a Capital, LLC
March 2021 - Present · 5 yrs 2 mos
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.