A complete list of active advisors currently associated with Surya Capital, LLC
Warmer can help you find a great advisor at Surya Capital, LLC or one who fits your needs even better.
Surya Capital serves individual investors, including both high‑net‑worth and non‑high‑net‑worth clients, providing ongoing investment and portfolio management. The firm documents client objectives and constraints in a written Investment Policy Statement and typically manages accounts on a discretionary basis. The adviser uses fundamental and cyclical analysis and implements a range of strategies from long‑term investing to short‑term trading, including short sales, margin transactions, and options writing, with regular quarterly reviews of client accounts. It charges percentage‑of‑assets‑under‑management fees billed in arrears and executes trades through institutional custodians while not participating in soft‑dollar arrangements. Notably, the firm is affiliated with an accounting practice and its principal is a certified public accountant, so clients may receive accounting or tax‑related advice alongside investment management — services that are uncommon among peers in this category. The firm manages a modest asset base for a small client roster, manages assets directly rather than selecting third‑party managers, and does not act as a private fund adviser.
To learn more about the advisors currently working at Surya Capital, LLC, 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 |
|---|---|---|
Irvine, CA
| 14
|
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