$345.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
8 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Goldman Sachs ยท Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2025
- Office Locations
- 1
Office Locations
-- ST Louis MO
About Ahakista Capital LLC
Ahakista Capital LLC is a ST Louis-based RIA. The firm has been operating for 1 years. Managing $345.0M in total assets under management, with 2 advisory representatives. They custody assets with Goldman Sachs and Northern Trust.
Team overview
-- AVG AGE
$172.5M AVG AUM / ADVISOR
$69.0M AVG AUM / CLIENT
1.3 yrs AVG TENURE
8 Employees
2 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
N
NICOLO BOSSI
Managing Partner
- CRD
- #8130752
- Ownership
- 10% but less than 25%
Available
Available
Available
L
LINCOLN SERVOUS ELLIS
Chief Investment Officer, Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $345,000,000 | $69,000,000 |
| Total | $345,000,000 | $69,000,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Private Funds:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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