AdvisorOS Directory
Claim Profile
RP

Rajesh Pai

GEF CAPITAL PARTNERS, LLC·BETHESDA, Maryland
Unclaimed Profile
4800 MONTGOMERY LANE, BETHESDA, MD 20814CRD# 6049227Firm CRD# 293329
01

About

Rajesh Pai is a registered financial advisor based in BETHESDA, Maryland, affiliated with GEF CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GEF CAPITAL PARTNERS, LLC
GEF CAPITAL PARTNERS
AUM
$1.5B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at GEF CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES
Regulatory
SEC/IARD CRD# 6049227
Firm CRD# 293329
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rajesh Pai offer?
Rajesh Pai specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Rajesh Pai's credentials?
Rajesh Pai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rajesh Pai located?
Rajesh Pai is based in BETHESDA, Maryland, working with GEF CAPITAL PARTNERS, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Rajesh Pai charge for services?
Rajesh Pai's firm is compensated through percentage of aum, performance-based fees, other: negotiated annual fees, portfolio monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEF CAPITAL PARTNERS, LLC?
GEF CAPITAL PARTNERS, LLC has approximately 40 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BETHESDA
Lisa Hall — COMMUNITY INVESTMENT PARTNERS, INC.Carol Boynton Atwood — COMMUNITY INVESTMENT PARTNERS, INC.Michele Hallman — COMMUNITY INVESTMENT PARTNERS, INC.Scott Pownall Billings — BILLINGS CAPITAL MANAGEMENT LLCHumphrey Yeboah Mensah — COMMUNITY INVESTMENT PARTNERS, INC.
Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile