SM
SM

Shalabh Mehrish

1 Year of Experience
New York, NY

Shalabh Mehrish is a registered investment advisor at Vinsoncap Wealth Advisors LLC, based in New York, NY, with 1 years of industry experience. Shalabh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
6 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

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

Location

New York, NY

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Shalabh is a member of VinsonCap LLC and a general partner of VinsonCap Opps Master Fund since 2016. He spends about 10-20% of his time on this activity, with 30 hours during trading hours and 5 hours outside trading hours.

Employment History
Current Registrations
Vinsoncap Wealth Advisors LLC
February 2025 - Present · 1 yr 3 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.