Nara Capital, LP (New York)

Name: Nara Capital, LP
Address: 1411 Broadway 12 Th Floor, New York, NY, 10018
Telephone: (212) 256-8470

Nara Capital, LP is a mid-sized advisory firm based in New York. It manages $96.97 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017.

Nara Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nara Capital: assets under management

The assets under management (AUM) of Nara Capital, LP is $96.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and $93.84 million of the total AUM is attributable to clients outside of the United States.

The firm manages $96.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.32 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nara Capital, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nara Capital serves?

The only and largest group of clients of Nara Capital is pooled investment vehicles with 3 clients and $96.97 million of assets under management. Among the 8 most similar advisory firms, Nara Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $96.97 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Nara Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Nara Capital, LP

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Leonard Smart	Chief executive officer and chief information officer	1 Aug 2016	Other	2684515
Paride (Nmn) De Calice	President and chief operating officer	1 Aug 2016	Other	6754463
Llc Nara Capital	General partner	1 Aug 2016	50% - 75%	81-3502780
Christopher Gabriel Lastre	Chief compliance officer	1 Aug 2016	Other	6754688

Based in New York

The principal office where Nara Capital, LP performs its advisory services is located at 1411 Broadway 12 Th Floor, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 256-8470 or by fax (212) 256-8472. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at naracapital.com.