Firm profile

AHAKISTA CAPITAL LLC

CRD 337864Latest ADV March 30, 2026

Ahakista Capital LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $345M in regulatory assets under management, 8 employees, 4 offices, and 5 accounts.

Assets Under Management
$345M
Employees
8
Offices
4 offices
Total Clients
5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOShari J. Crawford
COOJoshua M. Fremed
CIOELLIS, LINCOLN, SERVOUS

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
4
2
Individuals
20.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$345Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$345M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

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

Total AUM$345M
Total Accounts5
10Y AUM Change+$345M

Employee Growth by Quarter

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

Total Employees8
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.