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Ajit Ajmani

19 Years of Experience
Miami, FL
Broker

Ajit Ajmani is a registered investment advisor at Par5 Advisors LLC, based in Miami, FL, with 19 years of industry experience. Ajit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
29 clients
Average Client Portfolio
$546K average
Assets Under Management
$15.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $1.0M2.25%
$1M+2.00%

Fees may be negotiable at Par5 Advisors' discretion. Fees do not include service charges assessed by Par5 Capital, an affiliated broker-dealer.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 Brickell Avenue, Suite 2520, Miami, FL, 33131

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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

Ajit is associated with AJMONSTER LLC, a Delaware-incorporated company created to hold ownership in Par5 Capital & Co, LLC. He spends no time on this entity and receives no compensation.

Employment History
Current Registrations
Par5 Advisors LLC
June 2024 - Present · 1 yr 11 mos
Par5 Capital & CO LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
A.G.P / Alliance Global Partners
April 2020 - March 2023 · 2 yrs 11 mos
A.G.P. / Alliance Global PartnersBroker
April 2020 - March 2023 · 2 yrs 11 mos
Aegis Capital CORP.Broker
March 2010 - May 2020 · 10 yrs 2 mos
Aegis Capital CORP.
March 2010 - May 2020 · 10 yrs 2 mos
Gunnallen Financial, INC
May 2009 - March 2010 · 10 mos
Gunnallen Financial, INCBroker
April 2009 - March 2010 · 11 mos
UBS Financial Services INC.Broker
September 2006 - May 2009 · 2 yrs 8 mos
State Registrations9 states
CAFLMAMNNCNJNYPAUT
AdvisorBrokerBoth

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
No exam information available for this advisor.