This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-2025
- Office Locations
- 1
Office Locations
About Ataraxis Capital, LLC
Ataraxis Capital LLC is a North Carolina–registered investment adviser focused on investment management for individual investors. The firm builds actively managed, research-driven portfolios using a top-down macro view and bottom-up fundamental analysis, with risk management and downside protection central to portfolio construction. Clients work directly with the firm rather than outsourced model portfolios; accounts are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SHREY PATEL
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6164248
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $982,678 | -- |
| Non-Discretionary | $0 | -- |
| Total | $982,678 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing