Dorian Punj is a registered investment advisor at Ellevity Capital, LLC, based in Dorado, PR, with 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.72% |
Base management fee is 2% annually for the Market Neutral Options strategy, 0.72% for the Defensive strategy, and 2.88% for non-qualified clients. Qualified clients also pay a 20% performance fee on annual gains above a 5% hurdle rate.
Fee Estimator
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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Exams
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