Dorian Punj is a registered investment advisor at Ellevity Capital, LLC, based in Dorado, PR, with 9 years of industry experience. Dorian 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 15 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ellevity Capital offers investment management with fees that vary based on the type of client and strategy:
- Ellevity Partners LLC (Private Fund): 2.88% per year, paid monthly.
- Non-Qualified Clients (SMAs): 2.88% per year, paid quarterly.
- Defensive Strategy: 0.72% per year, paid quarterly.
- Qualified Clients (SMAs): 2% per year, paid quarterly, plus a performance fee of 20% of annual gains above a 5% hurdle rate.
Location
Dorado, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dorian is the Chairman of Insultec Inc., an industrial insulation company, since 1987. This requires approximately 100 hours per month, including 4 hours per day during securities trading hours, and involves oversight of the company.
Employment History
Current Registrations
Ellevity Capital, LLC
State Registrations2 states
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