Sumit Dhanda is a registered investment advisor at Viraj Capital, LLC, based in Brookline, MA, with 6 years of industry experience. Sumit 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 $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Viraj Capital charges a percentage-based fee for managing your investment portfolio. They also assess a performance-based fee equal to 20% of profits exceeding a client's high watermark, applicable only to qualified clients. A hurdle rate of up to 10% may be negotiated, where the performance fee is assessed only on annual returns exceeding the agreed-upon hurdle rate. There is a $50,000 minimum investment to receive portfolio management services.
Location
Brookline, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Viraj Capital, LLC
State Registrations1 state
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