This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$259MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$259M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

6

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

1Schedule D 7.B(1)

SEC number

801-131633

CIK

2111609

CRD

331869

Filings on the tape

5

First filed

Nov 15, 2024

Latest filed

Mar 19, 2026

Organised

Limited Partnership, DE

Website

isharainvestments.com

• Occurred

  Mar 19, 2026
  Regulatory AUM changed

  Ishara Investments Lp reported RAUM $259.1M, up 157% from $101.0M (2025-05-28 to 2026-03-19)

  Form ADVobserved 4 days ago
  $158M
• Occurred

  Nov 15, 2024
  First Form ADV filing

  Ishara Investments Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b7773dc-c955-61ea-3df2-a6e0340976b0

First observed

Nov 15, 2024

Last observed

Mar 19, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.