AUMdb

Nk Capital Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 318615 · SEC file 801-128818 · · www.nkcapllc.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$109M
Discretionary
$109M
Clients
4
Avg AUM / client
$27.3M
Accounts
9
Employees
2

AUM over time

$27.4M $109M
Aug 31, 2023 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals Fewer than 5 clients $67.7M 62.0%
Pooled investment vehicles (non-investment companies) 4 $41.5M 38.0%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $18.7M combined gross assets

FundTypeDomicileGross assetsOwners
Cassini Partners, Lp: Nk Capital Series Hedge Fund Delaware $11.1M 2
Nkc Flagship, Lp Hedge Fund Delaware $7.6M 9

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Daftary, Nikhil, Bharat Member Jun 2016 (10y) 50% – 75%
Daftary, Krish, Bharat Cco, Member Jun 2016 (10y) 50% – 75%

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.

Private funds (2, $18.7M gross assets)

FundTypeGross assetsMin. investmentOwners
Cassini Partners, Lp: Nk Capital Series Hedge Fund $11.1M $1.0K 2
Nkc Flagship, Lp Hedge Fund $7.6M $250K 9

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.39 MB 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
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

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: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗