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Ashwin Kumar Vasan

TREND CAPITAL MANAGEMENT LP·BOCA RATON, Florida
Clean recordTREND CAPITAL MANAGEMENT LP
1800 N. MILITARY TRAIL, BOCA RATON, FL 33431CRD# 2206137Firm CRD# 160023

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ashwin Kumar Vasan · BOCA RATON, FL
Registration
CRD #2206137 · TREND CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ashwin Kumar Vasan is a registered financial advisor based in BOCA RATON, Florida, affiliated with TREND CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TREND CAPITAL MANAGEMENT LP
TREND CAPITAL MANAGEMENT LP
AUM
$739M
Regulatory assets under management
Employees
15
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2206137
Firm CRD# 160023
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05

Frequently Asked Questions

What services does Ashwin Kumar Vasan offer?
Ashwin Kumar Vasan specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.
What are Ashwin Kumar Vasan's credentials?
Ashwin Kumar Vasan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashwin Kumar Vasan located?
Ashwin Kumar Vasan is based in BOCA RATON, Florida, working with TREND CAPITAL MANAGEMENT LP. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Ashwin Kumar Vasan charge for services?
Ashwin Kumar Vasan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREND CAPITAL MANAGEMENT LP?
TREND CAPITAL MANAGEMENT LP has approximately 15 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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