$265.4M Total AUM
$261.2M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2012
- Office Locations
- 1
Office Locations
2 Wisconsin Circle, Suite 700 Chevy Chase MD
About Thinagee Investments Inc.
Thinagee Investments is an independent, fee-only RIA providing wealth management and investment advisory services for select high net worth individuals, families, and businesses. The firm acts as a fiduciary (not a broker-dealer), building diversified, tax-efficient portfolios using a core large-cap value approach alongside ETFs, mutual funds, and individual securities.
Team overview
40 AVG AGE
$265.4M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Owner & Executives
K
KAPIL SUNDERLAL SHIOHARE
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4791201
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,200,000 | $1,404,301 |
| Non-Discretionary | $4,200,000 | $2,100,000 |
| Total | $265,400,000 | $1,411,702 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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