Ahakista Capital Llc
SEC-registered
Multi-Family Office · Small ($100M–$1B)
CRD 337864
· SEC file 801-134396
·
· www.linkedin.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $345M
- Discretionary
- $0
- Clients
- 5
- Avg AUM / client
- $69.0M
- Accounts
- 5
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $45.0M | 13.0% |
| High net worth individuals | 4 | $300M | 87.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.09 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $161M (47% of AUM) Mar 2026
- Northern Trust $93.1M (27% of AUM) Mar 2026
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗