O
$40.4M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Northern Trust
- Clients
- Retail
- Platforms
- Wave oak
- Established Date
- 10-14-2014
- Office Locations
- 1
Office Locations
-- Redington Shores FL
About Omkara Capital LLC
Omkara Capital LLC is an independent, fiduciary wealth manager serving individuals and small businesses nationwide, focused on helping clients build and protect wealth into and throughout retirement. The firm emphasizes transparent fees and efficient investing, building custom portfolios rather than off-the-shelf models; client assets are custodied with providers such as Charles Schwab.
Team overview
-- AVG AGE
$40.4M AVG AUM / ADVISOR
$984.8K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vertex Signal North Summit harbor Foundation prime
Client Personas
Vital
Custodian
Catalyst pathway Frontier prime Wave Catalyst Foundation
Investment Themes
Delta focus Momentum
Investment Vehicles
Vital Oak harbor
Services
Matrix atlas Insight Fusion Zenith alpha Vital Wave value
Technology
Summit
Owner & Executives
S
SANJAY DASANI
PRINCIPAL
- CRD
- #6385557
- Ownership
- 75% or more
(749) 360-2191
element.north@insightcapital.com
in linkedin.com/in/catalyst-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,375,500 | -- |
| Non-Discretionary | $573 | -- |
| Total | $40,376,073 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,376,073
Public Funds:
36.8% Equity - Exchange:
21.3% U.S. Government/Agency:
34.9% Cash:
7.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,068,548,450 | 36.8% |
| Equity - Exchange | $1,197,284,837 | 21.3% |
| U.S. Government/Agency | $1,961,748,394 | 34.9% |
| Cash | $393,473,890 | 7.0% |
| Total | $5,621,055,571 | 100.0% |