Haron Capital Management, LLC
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Overview
Haron Capital Management, LLC is a financial advisory company based in New York, New York. It oversees $33.1 million in assets throughout 83 client accounts. Haron Capital Management, LLC has a small group, including 2 financial advisors. Haron Capital Management, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as options, stocks and bonds.
Haron Capital Management, LLC administers all of the company's accounts in a discretionary manner. Discretionary management means that buy and sell decisions are made by an investment advisor without requiring the client's permission. The advisory firm's typical account size is $399,381. The typical advisor at Haron Capital Management, LLC administers about 42 client accounts, making it about average in terms of personalization.
Haron Capital Management, LLC's main office is at 26 Broadway,, New York, New York 10004. The firm is permitted to provide services to customers across a few states, including New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Haron Capital Management, LLC by the Numbers
$33.1 million
2
83
$399.4 thousand
Fee Structure
Fees charged by financial advisors usually depend on the type of financial services provided. However, fees charged by the company can include the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Haron Capital Management, LLC provides services to high net worth investors. Out of its 83 clients, Haron Capital Management, LLC's largest client by number of accounts is high net worth investors, though it also serves 38 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Haron Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Haron Capital Management, LLC
New York, NY
San Juan, PR
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