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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- MeridianOptima prime
- Established Date
- 08-01-2019
- Office Locations
- 1
Office Locations
About Joshi Capital Management, LLC
Joshi Capital Management, LLC is a retail RIA providing discretionary investment management for taxable brokerage and IRA accounts, with a long-term compounding objective and portfolios invested primarily in ETFs. The firm also delivers financial consultation and education across core personal-finance topics (401(k), HSA, 529, equity comp, cash management) to help clients align savings and investing decisions. Custody includes Interactive Brokers.
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Owner & Executives
Kishore Shriram Joshi
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #7157545
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,964,010,746 | 33.6% |
| Cash | $3,881,259,331 | 66.4% |
| Total | $5,845,270,077 | 100.0% |