Sagar Bhimavarapu
Sagar Bhimavarapu is a CFA-designated registered investment advisor at Mountain Avenue Capital LLC, based in New Providence, NJ, with 28 years of industry experience. Sagar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 23 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are up to 1.25% annually and are negotiable based on historical relationships, asset types, account composition, and total portfolio size.
Fee Estimator
Location
New Providence, NJ
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Regulatory History
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.
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Sagar is the Chief Executive Officer of IIT (BHU) Foundation, Inc., a fundraising foundation, dedicating about 10-20% of his time. He is also a Strategic Advisor for SRPB LLC, an IT/Software service, spending about 10-20% of his time, with minimal time during trading hours.
Employment History
Current Registrations
Mountain Avenue Capital LLC
Previous Registrations
Cibc World Markets CORP.Broker
Scotia Capital (USA) INC.Broker
Hapoalim Securities USA, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
RBC Capital Markets CorporationBroker
Blaylock & Partners, L.P.Broker
State Registrations2 states
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
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