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Building 2SHAH CAPITAL MANAGEMENT

Map pinRALEIGH, NC
Phone919-719-6360
NotebookSEC #801-63881
Total AUM
$768M
Employees
4
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2301 SUGAR BUSH ROAD
SUITE 510
RALEIGH
NC 27612
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
919-719-6360

ReceiptFinancials

Total AUM
$768M
Accounts
83
Discretionary
$768M
Accounts
83
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$18.8M
HNW Individual Clients
27
AUM
$60.1M
Pooled Vehicle Clients
1
AUM
$674.5M
Other Clients
6
AUM
$14.7M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NCOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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