A complete list of active advisors currently associated with Vihar Capital Management

Warmer can help you find a great advisor at Vihar Capital Management or one who fits your needs even better.

Vihar Capital Management, LLC is an independent, owner‑managed investment adviser that provides discretionary separately managed account portfolio management and hourly financial planning to a small client base including high‑net‑worth individuals, trusts, charitable organizations and corporate or pension plan clients. The firm documents its services in an Engagement Agreement and reports approximately $3.6 million in discretionary assets under management with custodial execution through Interactive Brokers. The firm’s investment approach is bottom‑up value investing with an owner‑mindset, building concentrated portfolios typically containing 15–40 securities and emphasizing a margin of safety and long time horizons (generally five to ten years or longer). VCM monitors and rebalances portfolios on an ongoing basis, integrates risk controls such as position‑level risk and diversification, and generally manages client accounts on a discretionary basis. Several features in the brochure distinguish VCM from many solo advisers: it permits performance‑based fee arrangements for qualified clients (25% of net profits above a 5% annual hurdle with a high‑water mark) and explicitly lists institutional client types (pension and profit‑sharing plans, charitable organizations, corporations) among its client base. The brochure also discusses overseas investments and currency risk and documents use of Interactive Brokers for custody and execution, while a $250,000 typical account minimum and the firm’s small roster indicate a practice oriented toward wealthier and institutional clients rather than mass‑market individual investors.

To learn more about the advisors currently working at Vihar Capital Management, 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
Ashish Bordia profile photo Ashish Bordia
Darien, CT
2
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