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Pooja Malik

Nipun Capital, L.P.

Foster City, CA

CRD 4558007

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Employer firm

Nipun Capital, L.p. CRD 159752

$2.03B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Nipun Capital, L.P.

950 Tower Lane Suite 1625, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-07
  • CA RA
    APPROVED
    Since 2025-01-07

Branch Locations

950 Tower Lane Suite 1625, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nipun Capital, Llc San Mateo CA 10/2011 Present
  • 10/2011 → Present
    Nipun Capital, Llc
    San Mateo, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-10-01
  • S63 Uniform Securities Agent State Law Examination
    2002-10-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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