$83.0M Total AUM
$83.0M Disc. AUM
-- 3Y CAGR
1 Employees
270 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Fusion crest
- Established Date
- 03-27-2000
- Office Locations
- 1
Office Locations
-- Naperville IL
About Galaria Capital Management, LLC
Galaria Capital Management is an independent, fiduciary RIA based in the Chicago suburbs (Aurora/Naperville, IL), registered in Illinois and Michigan. The team provides investment, retirement and education planning plus insurance consulting, building tailored, actively managed portfolios for individuals and families across multiple states. Custody is primarily through Charles Schwab.
Team overview
-- AVG AGE
$83.0M AVG AUM / ADVISOR
$307.4K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Delta bridge Bridge Zenith Beacon
Client Personas
Capital capital
Custodian
Zenith
Investment Themes
Beacon Quantum pathway Beacon
Investment Vehicles
Alpha
Services
Bridge Optima Frontier bridge Alpha glacier Bridge timber Wave Vital Harbor Peak north Element focus
Technology
Ridge
Owner & Executives
A
ALZENA SALEEM
Financial Advisor, President
- CRD
- #4282360
- Ownership
- 75% or more
(816) 371-8822
momentum.beacon@atlascapital.com
in linkedin.com/in/pathway-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
I
IBRAHIM RAJAK GALARIA
Advisor
- CRD
- #2445142
(487) 522-1698
legacy.radial@matrixcapital.com
in linkedin.com/in/crest-bridge
I
IRFAN GALARIA MDMBA
--
- CRD
- #6644906
(465) 954-4757
atlas.frontier@foundationcapital.com
in linkedin.com/in/vertex-element
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,000,000 | -- |
| Non-Discretionary | $0 | $156,627 |
| Total | $83,000,000 | $156,627 |
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Separately Managed Accounts
Total SMA Asset: $83,000,000
Public Funds:
19.3% Equity - Exchange:
50.6% Cash:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,557,883,634 | 19.3% |
| Equity - Exchange | $4,084,399,579 | 50.6% |
| Cash | $2,429,652,713 | 30.1% |
| Total | $8,071,935,926 | 100.0% |