Unclaimed Profile

Sridhar Narayan

GEF CAPITAL PARTNERS, LLC·BETHESDA, Maryland

Clean recordGEF CAPITAL PARTNERS, LLC

4800 MONTGOMERY LANE, BETHESDA, MD 20814CRD# 6924196Firm CRD# 293329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sridhar Narayan · BETHESDA, MD

Registration

CRD #6924196 · GEF CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sridhar Narayan 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GEF CAPITAL PARTNERS, LLC

GEF CAPITAL PARTNERS

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GEF CAPITAL PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES

Regulatory

SEC/IARD CRD# 6924196

Firm CRD# 293329

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Frequently Asked Questions

What services does Sridhar Narayan offer?

Sridhar Narayan specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.

What are Sridhar Narayan's credentials?

Sridhar Narayan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sridhar Narayan located?

Sridhar Narayan 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 Sridhar Narayan charge for services?

Sridhar Narayan'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.

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