$117.4M Total AUM
$117.4M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2024
- Office Locations
- 1
Office Locations
185 Hudson St. Suite 2500 Jersey City NJ
About Ciro Capital LLC
Canadian Investment Regulatory Organization (CIRO) is Canada's pan-Canadian self-regulatory body overseeing investment dealers, mutual fund dealers, and trading on Canadian debt and equity marketplaces. It publishes rules and guidance, conducts trade surveillance and enforcement, and provides investor tools like Know Your Advisor. CIRO's InnovateSafe sandbox supports firms testing new products under CIRO oversight.
Team overview
-- AVG AGE
$58.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Unison Signal ridge Ember Prime Meridian Eagle Matrix glacier
Client Personas
Signal ember Meridian summit
Custodian
Element wave
Investment Themes
Catalyst Harbor Signal vital
Investment Vehicles
Focus delta Foundation horizon
Services
Foundation Wave Zenith ridge Eagle ember Ember Legacy Focus Glacier catalyst Unison
Owner & Executives
K
Kiran Kumar Devarapalli
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6416586
- Ownership
- 75% or more
(425) 777-8347
oak.glacier@horizoncapital.com
in linkedin.com/in/glacier-meridian
V
VPS Bhavani Pyla
Managing Partner
- CRD
- #8212148
- Ownership
- Less than 5%
(981) 488-1465
eagle.harbor@zenithcapital.com
in linkedin.com/in/alpha-fusion
Showing 2 of 2 owners & executives
Unlock allContacts
N
Nilanjan Das
--
- CRD
- #8267352
(439) 738-2180
glacier.wave@radialcapital.com
in linkedin.com/in/beacon-foundation
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,442,000 | $438,216 |
| Non-Discretionary | $0 | -- |
| Total | $117,442,000 | $438,216 |
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Separately Managed Accounts
Total SMA Asset: $117,442,000
Equity - Exchange:
7.2% U.S. Government/Agency:
8.4% Public Funds:
7.8% Corporate - Investment Grade:
24.3% Cash:
23.7% Equity - OTC:
9.7% Other:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $76,176,204 | 7.2% |
| U.S. Government/Agency | $88,872,238 | 8.4% |
| Public Funds | $82,524,221 | 7.8% |
| Corporate - Investment Grade | $257,094,689 | 24.3% |
| Cash | $250,746,672 | 23.7% |
| Equity - OTC | $102,626,275 | 9.7% |
| Other | $199,962,537 | 18.9% |
| Total | $1,058,002,836 | 100.0% |