AdvisorRanked
100
Clean

NIPUN CAPITAL, L.P.

950 TOWER LANE, FOSTER CITY, CA 94404
Fiduciaryfee-onlySEC Registered
650-265-4666 HTTPS://WWW.NIPUNCAPITAL.COM CRD #159752
$2.0B
Assets Managed
10
Clients
18
Employees
13
Years Active
since 2013

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 13 years.

Firm Details

Legal NameNIPUN CAPITAL, L.P.
CRD Number#159752
SEC RegisteredYes
Registration Date2013-07-05
States RegisteredCA
Assets Under Management$2.0B
Number of Clients10
Employees18
Compensation Typefee-only
Last ADV Filing46111

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Frequently Asked Questions

Is NIPUN CAPITAL, L.P. a fiduciary?

Yes. NIPUN CAPITAL, L.P. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does NIPUN CAPITAL, L.P. charge clients?

NIPUN CAPITAL, L.P. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does NIPUN CAPITAL, L.P. have any complaints?

No. NIPUN CAPITAL, L.P. has zero complaints or disciplinary actions on file with the SEC or FINRA across 13 years of operation.

How does NIPUN CAPITAL, L.P. compare to other advisors in FOSTER CITY?

NIPUN CAPITAL, L.P. has a Red Flag Score of 100/100. There are 9 registered advisory firms in FOSTER CITY. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.