Takumi Capital LLC (Fort Collins)

Takumi Capital LLC is a large advisory firm based in Fort Collins. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Colorado.

Takumi Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Takumi Capital: assets under management

The assets under management (AUM) of Takumi Capital LLC is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Takumi Capital LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Takumi Capital serves?

The only and largest group of clients of Takumi Capital is pooled investment vehicles with 1 clients and $100 million of assets under management. Among the 10 most similar advisory firms, Takumi Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $100 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Takumi Capital also advises several private funds.

Careers at Takumi Capital LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Takumi Capital LLC is owned by Sudhir (No Middle Name) Chhikara. Venessa Maez Chavez joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sudhir (No Middle Name) Chhikara	Owner/principal	1 Nov 2010	75% - 100%	4526132
Gena Marie Chhikara	Member	1 Nov 2010	Other	6690523
Venessa Maez Chavez	Chief compliance officer	1 Jul 2016	Other	5896733

Based in Fort Collins

The principal office where Takumi Capital LLC performs its advisory services is located at 3503 Long Creek Drive, Fort Collins, CO 80528, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-294-4145. The normal business hours are 6:30 am - 3:00 pm mst on Monday - Friday.