# Santara Wealth Management

Santara Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 333780
- **SEC file number:** 801-131914
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333780

## About

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.

## 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.

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- [Pentagreen Capital](https://altss.com/profile/pentagreen-capital-fund-management-pte-ltd)

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Last updated: 2026-07-06T01:24:25.008Z

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