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Thinagee Investments Inc.

● SEC registered since 2025CRD 165054SEC# 801-132510Bethesda, MD
Export (members)
Reg. AUM
$265.4M
Employees
1
Accounts
188
Location
Bethesda, MD

About Thinagee Investments

Thinagee Investments offers independent, fee-only wealth management and investment advice for selected individuals, families, and businesses. It combines a family-office style of service with evidence-based, long-term portfolio management.
Summary based on the firm’s website.

Thinagee Investments Inc. assets under management

Thinagee Investments Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2025. It reports $265.4 million in regulatory assets under management and employs 1 people.

Thinagee Investments Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kapil Sunderlal Shiohare ControlChief Compliance Officer/Managing PrincipalOver 75%2012

Frequently asked questions

How much does Thinagee Investments Inc. manage?

Thinagee Investments Inc. reports $265.4 million in regulatory assets under management on its Form ADV.

How many employees does Thinagee Investments Inc. have?

Thinagee Investments Inc. reports 1 employees.

Where is Thinagee Investments Inc. located?

Thinagee Investments Inc. is based in Bethesda, MD and has been SEC-registered since 2025.

Does Thinagee Investments Inc. disclose fund performance?

Thinagee Investments Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4800 Hampden Ln, Suite 200, Bethesda, MD 20814
Phone240-235-1846
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$265.4M▲ 26%
Mar '25 — $210MApr '25 — $210MMay '25 — $210MJun '25 — $210MJul '25 — $210MAug '25 — $210MSep '25 — $210MOct '25 — $210MNov '25 — $210MDec '25 — $210MJan '26 — $210MFeb '26 — $210MMar '26 — $265.4MApr '26 — $265.4MMay '26 — $265.4MJun '26 — $265.4MJul '26 — $265.4MAug '26 — $265.4MSep '26 — $265.4MOct '26 — $265.4M
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers

Assets under management

$265.4Mregulatory AUM
Discretionary $261.2MNon-discretionary $4.2M