Nara Capital, Lp
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Overview
Nara Capital, Lp is a financial advisory firm located in New York, New York. Nara Capital, Lp handles $612.3 million in assets under management across four accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). Nara Capital, Lp has a small team, including 4 financial advisors. Nara Capital, Lp is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, bonds and stocks.
Nara Capital, Lp oversees all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without needing the client's authorization. The investment advisory firm manages roughly $153.1 million in assets for every account. An average financial advisor at Nara Capital, Lp manages about one client account, placing it among the most personalized financial advisor firms in the country.
The firm's main office is located at 1411 Broadway 12Th Floor, New York, New York 10018. The firm is registered to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nara Capital, Lp by the Numbers
$612.3 million
7
4
$153.1 million
Fee Structure
Financial management fees typically vary depending on which services are provided. However, fees charged by the firm may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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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
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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
Nara Capital, Lp caters to pooled investment vehicles. Out of its four accounts, Nara Capital, Lp's biggest client group by number of accounts is pooled investment vehicles. About 99% of the company's accounts are represented by people from outside of the U.S.
- 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.
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Disclosures
Nara Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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