$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
4 Employees
23 ADV. Clients
0 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2025
- Office Locations
- 2
Office Locations
290 Mishawum Road Unit 5006 Woburn MA
-- North Potomac MD
About Bora Capital, LLC
Bora Capital, LLC is a North Potomac-based RIA with 2 offices. The firm has been operating for 0 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$217.4K AVG AUM / CLIENT
0.6 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Custodian
Momentum signal Glacier
Owner & Executives
V
Vijay Bhaskar Prasad Duddumpudi
Chief Compliance Officer, Investment Adviser Representative
- CRD
- #8179066
- Ownership
- 25% but less than 50%
(415) 536-4483
delta.meridian@harborcapital.com
in linkedin.com/in/oak-legacy
A
Amulya Surapaneni
--
- CRD
- --
- Ownership
- 25% but less than 50%
(789) 932-1569
ember.signal@peakcapital.com
in linkedin.com/in/quantum-peak
I
Insight momentum
Eagle catalyst wave
- CRD
- #43349
- Ownership
- 25.8%
(954) 950-2496
optima.insight@valuecapital.com
in linkedin.com/in/crest-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
Equity - Exchange:
51.4% Cash:
48.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,468,898,850 | 51.4% |
| Cash | $3,279,931,598 | 48.6% |
| Total | $6,748,830,448 | 100.0% |