Omkara Capital LLC is a Florida-based independent Registered Investment Adviser specializing in the personalized management of investment portfolios for individuals. Founded by Sanjay, Omkara Capital was established on July 21, 2014, upon his decision to leverage over nine years of financial services expertise rather than pursuing roles such as Portfolio Manager at a major multinational firm. His background includes substantial experience co-managing $600 million in discretionary portfolios for high-net-worth clients at Northern Trust and serving with an emphasis on client-centered services.
Sanjay's unique perspective was shaped during his undergraduate tenure at an independent Registered Investment Adviser in Chicago, which sparked a lifelong commitment to finance. He holds both a Master’s of Business Administration (MBA) from the Hough Graduate School of Business at the University of Florida and a Bachelor’s of Business Administration (BBA), double majoring in Finance and Information Systems, from Loyola University of Chicago. Additionally, he is licensed as a Series 65 FINRA Registered Investment Adviser.
The firm's approach prioritizes direct support to individuals and families by maintaining active involvement throughout the investment process, including portfolio allocation and strategy development. Established under Florida law with Company Type FLAL and Filed Number L14000115027, Omkara Capital LLC operates out of Miami-Dade County with a mailing address at 936 SW 1st Ave, Miami, FL 33130. Communication can be facilitated via the contact numbers (614) 895-1919 or (614) 845-1919, and further information is available on their website at omkaracapital.com.
It's important to note that while Omkara Capital LLC provides educational material relating to investment strategies, this should not be interpreted as a solicitation for the sale of specific investments. Investments inherently entail risk, and outcomes are not guaranteed. Individuals seeking to adopt any strategies discussed are advised to consult with qualified financial and tax professionals prior to implementation.
KEY FACTS ABOUT OMKARA CAPITAL LLC
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US Businesses
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Companies in Florida
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Miami-dade County Companies
- Company name
- OMKARA CAPITAL LLC
- Status
- Active
- Filed Number
- L14000115027
- FEI Number
- 47-1393116
- Date of Incorporation
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July 21, 2014
Age - 11 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://omkaracapital.com
- Phones
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(614) 895-1919
(614) 845-1919
OMKARA CAPITAL LLC NEAR ME
- Principal Address
- 936 SW 1st Ave,
MIAMI,
FL,
33130,
US
See Also