Samju Capital is a registered investment advisor based in Houston, Texas, founded in December 2025 and wholly owned by Parthesh Kalathia. Samju Capital provides personalized investment advisory services, including reviewing client goals, recommending asset allocation strategies across stocks, bonds, mutual funds, cash, and annuities, and preparing written investment strategies. Samju Capital has the authority to make trades without asking first through managed account programs and tailors advice to client needs, allowing written restrictions on certain securities or sectors. Additionally, Samju Capital provides financial planning consulting services covering risk management, investment planning, estate planning, financial organization, and financial decision-making.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Samju Capital has the sole discretion to negotiate fees lower than the standard rate or to waive fees. Fees are charged monthly in arrears based on asset size and complexity, with a maximum annual fee of 2.00%.