Galaria Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,000,000
Clients
134
Advisors
3
of 3 employees
About
Galaria Capital Management provides asset management and investment planning to individuals, families, trusts and small businesses, and also advises employer retirement plans. Its services include discretionary portfolio management across mutual funds, ETFs, stocks and bonds, insurance planning and coordination with estate and tax professionals — services commonly offered by firms in this category.
The firm customizes strategies to each client’s age, time horizon and risk tolerance, emphasizing asset allocation and diversification across styles, sectors and fixed income and using approaches such as buy-and-hold, dollar‑cost averaging and periodic rebalancing. Accounts are monitored with third‑party software and reviewed on a regular or event‑driven basis, and the firm attempts to accommodate clients’ faith‑based or socially conscious investment preferences when practicable.
Distinctive elements disclosed in the brochure include an explicit no‑minimum account policy and a business model that combines percentage‑of‑AUM advisory fees with the potential to earn commissions on recommended insurance and annuity products, creating a dual‑compensation arrangement that is disclosed to clients. The firm also accepts engagement to manage employer retirement plans, may deduct management fees for outside retirement accounts from non‑retirement accounts when authorized, and operates with a small advisor team that provides hands‑on review and planning.
Client services
Expertise
Occupation focus
Fee options
Flat fees charged as described in Fees & Compensation Item numbers 5A and 5B.
$0 - $1,000,000: 1% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.5% annually $3,000,001+: Negotiable
Commission earned on insurance and annuity products sold, separate from advisory fees.
Fee-only: Advisory fees based on assets under management as per tiered schedule; flat fees also charged as described.
Main office
Naperville IL
Advisors at this office
3
Most active in
Illinois · Michigan · Texas · Virginia
Also doing business as
Galaria Capital Management Inc · Galaria Capital Management, 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.
Forms ADV
Advisors at this firm
Ibrahim G
ChFC®, Series 66
Naperville, IL
Galaria Capital Management, LLC
Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.
Alzena S
CFP®, Series 63, Series 65
Naperville, IL
Galaria Capital Management, LLC
Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.
Irfan G
Series 65, Series 66
Naperville, IL
Galaria Capital Management, LLC
Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.
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