A complete list of active advisors currently associated with Ahara Advisors

Warmer can help you find a great advisor at Ahara Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ahara Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Aseem Garg	Jersey City, NJ	5
Jay Patel	Jersey City, NJ	3

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