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Ahara Advisors

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Client assets under management

$185,356,924

Clients

55

100% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

28

Low

Average account size

$3,370,126

About

Ahara Advisors serves high‑net‑worth families and institutional clients, offering portfolio management, trade execution, and a two‑stage financial consulting program that begins with a “State of the Family” report. The firm’s client roster is small and concentrated, and it does not provide services to lower‑net‑worth retail individuals.

The firm’s investment approach blends fundamental analysis with stress‑tested economic scenarios and multi‑style asset allocation (including use of third‑party managers and alternative investments where suitable). Portfolios and planning are supported by an integrated reporting platform that aggregates daily feeds for liquid accounts and quarterly updates for offline or private holdings, and the firm uses economic accrual and cash‑flow analysis as inputs to long‑term planning.

Noteworthy features for a firm of this size include making the State of the Family report a prerequisite for ongoing engagement, providing CIO portfolio transparency (clients are notified in advance of changes to the CIO’s public equity positions), and offering written due diligence on alternative and private investments. The firm also provides institutional, project‑based consulting and a portfolio analytics web portal that consolidates public and private assets for ongoing attribution and reporting.

Client services

Financial planning Portfolio management Selection of other advisers Holistic financial consulting

Expertise

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Retirement income strategy

Occupation focus

Founder/Business Owner Retired

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Fixed fee for State of the Family Report, negotiable and based on estimated hours, example up to $15,000 for $6 million net assets over 3 months

Project-based

$1,000 per hour for consulting services

Other

Fee-only: $1,000 per hour for consulting services

Main office location

Ahara Advisors

201 Montgomery St, Ste 263

Jersey City NJ 07302, United States

Number of offices

1

Most active in

More info

California · New Jersey · New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 412-908-0844

Advisors at this firm

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user avatar

Jay P

CFA®, Series 63

Jersey City, NJ

Ahara Advisors

Jay Patel is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Ahara Advisors since 2022 and previously held positions at Bofa Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors is a small, supported advisory firm serving families, high-net-worth individuals, and institutional clients. The firm employs an institutional-style approach to family financial planning, combining detailed financial analysis with customized stress testing and ongoing consulting, while providing daily transparency on liquid positions and a formal process for presenting alternative investment opportunities.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired Mid-Career Professionals
user avatar

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. Prior to this, he worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner of several private investment pass-through entities, which he uses periodically for personal investments. Ahara Advisors provides portfolio management, trade execution, and financial consulting primarily to families, high-net-worth individuals, and institutional clients. The firm employs an institutional-style approach to family financial planning and combines fundamental analysis with tactical and strategic asset allocation, offering transparency and specialized consulting services through a two-person advisory team.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Retirement income strategy Founder/Business Owner Retired Mid-Career Professionals
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