Karya Capital Management Lp
Answer a few questions and
get matched with an advisor.
Learn more about Karya Capital Management Lp
Overview
Karya Capital Management Lp is a financial advisory company located in New York, New York. Karya Capital Management Lp manages $1.2 billion in assets throughout three client accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). Karya Capital Management Lp has a small team, including 4 financial advisors. Karya Capital Management Lp does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like stocks, options and bonds.
Karya Capital Management Lp oversees all of its client assets in a discretionary manner. Discretionary management means that transaction judgments are made by a portfolio manager without requiring client approval. The advisory firm's typical account size is $405.2 million. The typical financial advisor at Karya Capital Management Lp administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's main office is at 1330 Avenue Of The Americas, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Karya Capital Management Lp by the Numbers
$1.2 billion
9
3
$405.2 million
Fee Structure
Financial management fees are based on the services offered. Fee types charged by Karya Capital Management Lp likely are comprised of some combination of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single 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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Karya Capital Management Lp caters to pooled investment vehicles. Out of its three customers, Karya Capital Management Lp's largest client type by number of accounts is pooled investment vehicles. Around 67% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Karya Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.