Ahara Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$185,356,924
Total clients
55
100% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
28
Average account size
$3,370,126
About
Ahara Advisors serves high‑net‑worth families and institutional clients, offering portfolio management, trade execution, and a two‑stage financial consulting program that begins with a “State of the Family” report. The firm’s client roster is small and concentrated, and it does not provide services to lower‑net‑worth retail individuals.
The firm’s investment approach blends fundamental analysis with stress‑tested economic scenarios and multi‑style asset allocation (including use of third‑party managers and alternative investments where suitable). Portfolios and planning are supported by an integrated reporting platform that aggregates daily feeds for liquid accounts and quarterly updates for offline or private holdings, and the firm uses economic accrual and cash‑flow analysis as inputs to long‑term planning.
Noteworthy features for a firm of this size include making the State of the Family report a prerequisite for ongoing engagement, providing CIO portfolio transparency (clients are notified in advance of changes to the CIO’s public equity positions), and offering written due diligence on alternative and private investments. The firm also provides institutional, project‑based consulting and a portfolio analytics web portal that consolidates public and private assets for ongoing attribution and reporting.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for State of the Family Report, negotiable and based on estimated hours, example up to $15,000 for $6 million net assets over 3 months
$1,000 per hour for consulting services
Fee-only: $1,000 per hour for consulting services
Main office location
Ahara Advisors
201 Montgomery St, Ste 263
Jersey City NJ 07302, United States
Number of offices
1
Most active in
California · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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