EA
EA

Eeshan Ahuja

4 Years of Experience
Schaumburg, IL

Eeshan Ahuja is a registered investment advisor at Baker Street Investment Partners LLC, based in Schaumburg, IL, with 4 years of industry experience. Eeshan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Baker Street charges either an asset-based management fee or a performance-based fee, depending on the client. For clients who do not qualify as "qualified clients", Baker Street charges 2.0% per year (0.50% per quarter) of the assets in the client’s account. For qualified clients, Baker Street charges a performance-based fee equal to 25% of the realized and unrealized net gains achieved with respect to such client’s account for the calendar year, subject to a hurdle rate of 6.0% and a high-water mark.

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Location

Schaumburg, IL

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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
Baker Street Investment Partners LLC
February 2022 - Present · 4 yrs 3 mos
State Registrations1 state
IL
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.
Eeshan Ahuja - Financial Advisor | TrueAdvisor