Rohan Bahri

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 08/2020
  Jaipur Golden Transport Company (P) Ltd
  New Delhi
• 08/2020 → 05/2023
  Babson College
  Wellesley, MA
• 08/2022 → 05/2023
  Babson College Fund
  Wellesley, MA
• 06/2023 → Present
  Bahri Capital, Llc
  Miami, FL
• 01/2024 → Present
  Peakshares, Llc
  Tampa, FL
• 07/2024 → 11/2024
  Calton & Associates
  Tampa, FL
• 11/2024 → Present
  Calton & Associates
  Tampa, FL

Other Businesses

1. Bahri Capital, LLC., Investment related, Founder & CEO. 2. PeakShares LLC., Investment related, Co-founder & Co-Portfolio Manager. 3. TenEighteen Capital, LLC., Investment related; CEO & Portfolio Manager.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-05