Pooja Malik is a CFA-designated registered investment advisor at Nipun Capital, L.P., based in Foster City, CA, with 14 years of industry experience. Pooja 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 $2B 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 | 2.00% |
Management fee is negotiable and varies by agreement, up to 2% annually. Clients may also be charged a performance fee of 10% to 20% for funds and up to 40% for separately managed accounts.
Fee Estimator
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.
Exams
More Advisors
- Christina Munguia, CFPTeam Hewins, LLC
- Samantha Lee, CFAIeq Capital, LLC
- Nony Lukitolim, ChFCState Farm Investment Management CORP.
- Charles Wood, CFPTeam Hewins, LLC
- Sonya Mughal, CFABailard, INC.
- Scott Kidd, CFPBailard, INC.