Firm profile

NIPUN CAPITAL, L.P.

FOSTER CITY, CACRD 159752Latest ADV March 30, 2026

Nipun Capital, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Foster City, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.0B in regulatory assets under management, 18 employees, and 13 accounts.

Assets Under Management
$2.0B
Employees
18
Offices
--
Total Clients
13
Primary office
FOSTER CITY, CA
950 TOWER LANE, SUITE 1625, FOSTER CITY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoshua H. Margulies

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 76.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
76.9%
10
2
Other Advisers
23.1%
3
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.0B
Total Accounts13
10Y AUM Change$-339M (-14.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.