JP

Julia Anjali Punj

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$51.1M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Ellevity Capital's fees vary depending on the client type and strategy. For non-qualified clients (SMAs), the fee is 2.88% per annum, paid quarterly. For the Defensive strategy, the fee is 0.72% per annum, paid quarterly. For qualified clients (SMAs), the fee consists of a 2% per annum base fee, paid quarterly, and a performance fee of 20% of annual gains above a 5% hurdle rate, paid annually. Ellevity Capital may negotiate fees for selected clients based on account size or other factors. There is an account household minimum of $1,000,000, which may be waived at the firm's discretion.

Areas of Practice
Investment Management
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Advisor Information

Office location

Dorado, PR

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Julia owns Veraison Wine Bar since 2020, where she is responsible for hiring and supervising staff, and ordering wine. She dedicates about a quarter of her time to this business.

Employment History
Current Registrations
Ellevity Capital, LLC
February 2017 - Present · 8 yrs 11 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.
Julia Anjali Punj - Financial Advisor | AdvisorDiscover