SA
SA

Syed Ali

4 Years of Experience
Houston, TX

Syed Ali is a registered investment advisor at Anavrin Capital Management, LP, based in Houston, TX, with 4 years of industry experience. Syed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $20M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$20.4M average
Assets Under Management
$20.4M

Fee Structure

Investment management only (planning not offered)

Anavrin Capital Management receives management fees quarterly, typically ranging from 1-2% annually, based on the value of the account. They also receive performance-based fees or allocations annually (or more frequently), typically equal to approximately 10% annually. The specific fees are negotiated on a case-by-case basis.

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Location

Houston, TX

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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
Anavrin Capital Management, LP
July 2021 - Present · 4 yrs 10 mos
State Registrations1 state
TX
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.