Youngdawn Daniel Ha
Investment adviser representative at Karani Asset Management LLC
12 yearsExperience
1 stateRegistered in
$150.9MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Karani Asset Management LLCOct 2018 to now
- Lagoda Investment Management, L.P.Apr 2014 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Karani Asset Management LLC
$150.9MAssets managed
43Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5328362
- Firm CRD
- 297922