S
$27.4M Total AUM
$27.4M Disc. AUM
-- 3Y CAGR
0 Employees
40 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2012
- Office Locations
- 1
Office Locations
10 Corporate Park, Suite 120 Irvine CA
About Surya Capital, LLC
Surya Capital, LLC is a Irvine-based RIA. The firm has been operating for 14 years. Managing $27.4M in total assets under management, They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$683.9K AVG AUM / CLIENT
14.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MILIND PASARI
Chief Compliance Officer, Managing Member, President
- CRD
- #6034352
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,357,332 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,357,332 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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