Updated:
Santara Wealth Management
SANTARA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SAN DIEGO, CA. It manages approximately $75 million in regulatory assets.
Overview
SANTARA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SAN DIEGO, CA. It manages approximately $75 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Santara's known posture on co-investments alongside external GPs?
There is no public record of Santara participating in co-investments, club deals, or fund commitments alongside external general partners. The absence of any named portfolio holding or transaction prevents assessment of co-investment appetite or typical check size.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Santara Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.