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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-05-2020
- Office Locations
- 1
Office Locations
About Ayla Capital
Ayla Capital is a Los Angeles-based, founder-led RIA serving retail and institutional investors, with a focus on entrepreneurs and qualified purchasers. The firm provides discretionary portfolio management and planning services including financial/estate planning, insurance, and portfolio construction. Investment approach emphasizes asset allocation with alternatives (hedge funds, private placements, real estate) and socially responsible themes, implemented primarily via public funds, including mutual funds and ETFs, with custody at Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KHANH BAO NGUYEN
Chief Compliance Officer, Chief Investment Officer, FOUNDER, Senior Portfolio Manager
- CRD
- #6239186
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,997,877 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,997,877 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,997,877
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,366,838,402 | 32.8% |
| Cash | $1,984,391,953 | 27.5% |
| Equity - Exchange | $2,864,740,383 | 39.7% |
| Total | $7,215,970,738 | 100.0% |