Gaurav Kumar is a registered investment advisor at Tilden Path Capital LLC, based in Berkeley, CA, with 3 years of industry experience. Gaurav 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 11 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based upon certain criteria. Qualified clients have the option of paying performance-based fees of 25% of net annual profits above a 6% “Hurdle Rate”, and only to the extent that such appreciation causes net asset value to exceed its high-water mark.
Fee Estimator
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gaurav works as a Staff Product Manager at SquareSpace, a software company, since October 2022. This takes nearly all of his time, with 120 hours per month during securities trading.
Employment History
Current Registrations
Tilden Path Capital LLC
State Registrations2 states
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