Ahara Advisors
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About
Ahara Advisors provides portfolio management, trade execution, and a two‑stage financial consulting service for families and institutional clients, including a structured "State of the Family" report followed by ongoing consulting and support. The firm also conducts due diligence on alternative investments and acts as adviser to a private fund, in addition to delivering consolidated portfolio reporting across public and offline assets.
The firm applies an institutional investment process that emphasizes fundamental and economic analysis, customized stress‑testing, and tailored asset‑allocation strategies, with portfolios monitored and rebalanced against client goals. Clients receive consolidated analytics via a portfolio aggregation platform and the firm discloses and coordinates the chief investment officer’s personal public equity activity with clients in advance.
Noteworthy distinctions include the firm’s client mix—focused on high‑net‑worth families and institutions and not serving mass‑market individual investors—and its role as a private fund manager, which creates custody arrangements and an independent annual audit requirement. The small advisor team provides individualized consulting and limits presentation of alternative opportunities to clients only when capacity and suitability criteria are met.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for State of the Family Report based on estimated hours; example given: up to 1% per annum pro-rated by time for net assets (e.g., $15,000 for $6M net assets over 3 months). Initial deposit of $495 applied toward total fee.
Generally $1,000 per hour for various consulting services.
Main office
201 Montgomery St, Ste 263
Jersey City NJ 07302
Advisors at this office
2
Most active in
California · New Jersey · New York · Texas
Also doing business as
Ahara Advisors · Ahara Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jay P
CFA®, Series 63
Jersey City, NJ
Ahara Advisors
Jay Patel is a CFA® charterholder with three years of industry experience. He is currently an advisor at Ahara Advisors and previously worked at BOFA Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors serves high-net-worth families and institutional clients by providing portfolio management, trade execution, and a two-stage financial consulting service. The firm employs an institutional investment process that includes fundamental and economic analysis, customized stress-testing, and tailored asset-allocation strategies.
Aseem G
CFA®
Jersey City, NJ
Ahara Advisors
Aseem Garg is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ahara Advisors since 2021. He previously worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner in multiple private investment pass-through entities, which he uses occasionally for personal investment opportunities. Ahara Advisors offers portfolio management, trade execution, and financial consulting services to high-net-worth families and institutional clients. The firm employs an institutional investment process focused on fundamental and economic analysis, customized stress testing, and tailored asset allocation, while providing consolidated portfolio reporting across public and private assets.
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