HK
CFA
HK
CFA

Hasnain Karim

16 Years of Experience
San Mateo, CA

Hasnain Karim is a CFA-designated registered investment advisor at Kilimanjaro Capital, LLC, based in San Mateo, CA, with 16 years of industry experience. Hasnain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $7.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$592K average
Assets Under Management
$7.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and may be lower for large accounts.

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

1021 S El Camino Real 2nd FL, San Mateo, CA, 94402

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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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Employment History
Current Registrations
Kilimanjaro Capital, LLC
February 2010 - Present · 16 yrs 3 mos
State Registrations1 state
CA
Advisor

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.