AUMdb

Galaria Capital Management, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 123658 · SEC file 801-71023 · · WWW.GALARIACAPITAL.COM
☆ Save with Pro ADV data as of Jan 30, 2026
Regulatory AUM
$83.0M
Discretionary
$83.0M
Clients
135
Avg AUM / client
$615K
Accounts
250
Employees
1

AUM over time

$39.0M $83.0M
Nov 30, 2011 Jan 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 114 $26.0M 31.3%
High net worth individuals 20 $56.0M 67.5%
Charitable organizations 1 $1.0M 1.2%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Ibrahim Rajak Galaria Chief Compliance Officer, President Chartered Financial Consultant Feb 1994 (33y) 75% or more
Alzena Saleem Registered representative CFP Jan 2011 (16y)
Irfan Galaria Registered representative May 2016 (10y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Ibrahim Galaria Manager Apr 2012 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/30/2026 992 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.

View current Form ADV (SEC/IAPD) ↗