N
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 08-08-2011
- Office Locations
- 1
Office Locations
-- ST Louis MO
About Nidhi Capital, LLC
Nidhi Capital is a St. Louis fee-based wealth manager serving individuals, institutions, and 401(k) plan sponsors. Led by Ravi Devisetty, the firm provides portfolio management, mutual fund/ETF allocation, and consulting, using a value-oriented approach informed by Buffett/Munger/Graham and supported by fundamental and technical analysis with explicit risk/return management. Custody includes Schwab and Fidelity.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$257.6K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Accredited Investors
Unison
Asset Classes
Quantum Bridge
Investment Themes
Foundation Ember wave
Investment Vehicles
Radial
Services
Zenith Foundation North Value Frontier legacy Zenith
Technology
Oak eagle
Owner & Executives
R
RAVI KUMAR V DEVISETTY
Chief Compliance Officer, President
- CRD
- #5908746
- Ownership
- 75% or more
(920) 391-4900
ember.beacon@ridgecapital.com
in linkedin.com/in/summit-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,046,458 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,046,458 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,046,458
Equity - Exchange:
40.9% Cash:
59.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,374,746,355 | 40.9% |
| Cash | $1,986,491,676 | 59.1% |
| Total | $3,361,238,031 | 100.0% |