Pooja Malik is a CFA-designated registered investment advisor at Nipun Capital, L.P., based in Foster City, CA, with 13 years of industry experience. Pooja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nipun Capital generally charges investment funds a management fee of 1%-2% annually of the value of the investments. This fee is paid monthly. Nipun may also receive a performance allocation equal to 10%-20% of net profits. Separately managed accounts are charged up to 2% annually of the value of the investments. Separately managed accounts may also be charged a performance fee of up to 40% of net profits.
Location
950 Tower Lane, Suite 1625, Foster City, CA, 94404
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Nipun Capital, L.P.
State Registrations1 state
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.