Sanjay Misra is a CFA-designated registered investment advisor at Acumain Capital, LLC, based in Pleasanton, CA, with 1 years of industry experience. Sanjay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is 1.0% per annum, plus a performance-based fee equal to 20% of net profits for qualified clients. Fees may be negotiable.
Fee Estimator
Location
5674 Stoneridge Drive Suite 206, Pleasanton, CA, 94588
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Acumain Capital, LLC
State Registrations1 state
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
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