Araglan Capital Management, LLC logo

Araglan Capital Management, LLC

Updated today

Total assets under management

$24,000,000

Total clients

32

25% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

32

Average account size

$750,000

About

Araglan Capital Management serves individual and institutional clients — including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and trusts or estates — through discretionary portfolio management and written financial planning. The firm conducts client intake interviews to establish individual investment policies and delivers ongoing investment supervision tailored to those stated objectives.

The firm’s investment approach is built on fundamental analysis and includes a mix of long-term, short-term and trading strategies, with the use of options (including covered calls and spreads). Araglan also employs margin borrowing and short sales in separately managed accounts, and it implements trades on a discretionary basis consistent with client guidelines.

What is noteworthy for a single-advisor independent firm of this scale is the explicit use of leverage and short-selling strategies in client accounts — a practice that is relatively uncommon among peers. The firm typically relies on client-directed custodians for trade execution while aggregating block trades where possible, and it provides nondiscretionary financial planning reports addressing tax, estate and retirement matters in addition to investment management.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies General tax planning

Fee options

Percentage

$0 - $3,500,000: 1.00% $3,500,001 - $10,000,000: 0.75% Over $10,000,000+: 0.40% $0 - $500,000: 0.40% Over $500,000+: 0.25%

Project-based

$300 per hour for Financial Planning services

Other

Account minimum: $1,000 Minimum fee: $1,000 minimum annual fee for Investment Supervisory Services

Main office location

Araglan Capital Management, LLC

One Landmark Square, Suite 801

Stamford CT 06901-2601, United States

Number of offices

1

Most active in

Connecticut

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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