SourcingSourcing

AHARA ADVISORS LLC

C48
CRD 312385·SEC 801-131074·JERSEY CITY, NJ
AUM
$185.4M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$556K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AHARA ADVISORS LLC
CRD
312385
SEC file #
801-131074
EIN
854034022
DBA names
Ahara Advisors

Economics

AUM
$185.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.4M → $185.4M▲ +51%
Client mix
Individuals High Net Worth55

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
JERSEY CITY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
linkedin.com/company/ahara-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Garg, Aseem
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Garg, Aseem
Tarazi, Kamel
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:ahara.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002116771
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-04-02
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-001981

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
201 MONTGOMERY ST.STE 263JERSEY CITY, NJ 07302
Business
201 MONTGOMERY ST.STE 263JERSEY CITY, NJ 07302
Edgar EIN
854034022
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-001981
13F-HR2026-04-02 · 0001172661-26-001366
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
7333129
Trust Company Affiliate
No

People (3)

3
Garg, Aseem
IAR · Direct Owner · 87.5%
7333129
Tarazi, Kamel
Executive Officer · 2.5%
7793233
Jay M Patel
IAR
6092717