AF
AF

Avinash Fernandes

7 Years of Experience
New York, NY

Avinash Fernandes is a registered investment advisor at Mindoro Capital Partners LLC, based in New York, NY, with 7 years of industry experience. Avinash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
5 clients
Average Client Portfolio
$26.9M average
Assets Under Management
$134.3M

Fee Structure

Minimum Investment:$25M
Planning is included in investment management

Mindoro Capital Partners charges a quarterly fee, paid in advance, based on the value of your investments. The annual fee ranges from 0.45% to 1.00% of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. A platform fee of up to 0.05% annually may be charged for aggregation and reporting services. Certain clients may be offered a fixed fee or a performance-based fee arrangement.

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Location

New York, NY

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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.

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Other Business Activities

Avinash is a board member for Minds Matter National, Inc., a charitable organization, dedicating a few hours per week. He also serves as an advisor for Archetype Solutions Group, a consulting/investment firm, spending minimal time on this activity.

Employment History
Current Registrations
Mindoro Capital Partners LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Iconiq Capital, LLC
August 2016 - May 2022 · 5 yrs 9 mos
State Registrations2 states
MANY
Advisor

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Exams
No exam information available for this advisor.