Viraj Capital, LLC

Fee-Only (% of Portfolio)

Viraj Capital, LLC is a registered investment advisor that provides investment advice to individuals, high net worth individuals, and other business entities. The firm utilizes fundamental and technical analysis to formulate investment strategies, primarily focusing on moderate to aggressive trading, short-term purchases, asset appreciation, and tactical gain capture. They offer two portfolio management strategies, one for non-qualified clients and another, more sophisticated strategy for qualified clients involving hedging.

Assets Under Management$1.6M
Clients6
Advisors1
Avg. per Client$270K
Avg. per Advisor$1.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Viraj Capital charges a percentage-based fee for managing your investment portfolio. They also assess a performance-based fee equal to 20% of profits exceeding a client's high watermark, applicable only to qualified clients. A hurdle rate of up to 10% may be negotiated, where the performance fee is assessed only on annual returns exceeding the agreed-upon hurdle rate. There is a $50,000 minimum investment to receive portfolio management services.

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Location

1 Advisors at this firm