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Ajit Singh Ajmani

PAR5 ADVISORS
MIAMI, FL
·CRD# 5188424·20 years experience

Professional Summary

Ajit Singh Ajmani, who also goes by A. Bob Ajmani, Ajit S Ajmani, Ajit Ajmani, Bob Ajmani, is a registered financial advisor currently at PAR5 ADVISORS LLC located in Miami, Florida and PAR5 CAPITAL & CO LLC located in Miami, Florida. Ajit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Ajit has worked at 6 firms and has passed the Series 66, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

A. Bob Ajmani, Ajit S Ajmani, Ajit Ajmani, Bob Ajmani

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

PAR5 ADVISORS LLC·CRD# 327518
RIA
600 Brickell Avenue Suite 2520, Miami, FL 33131
June 26, 2024 - Present
PAR5 CAPITAL & CO LLC·CRD# 134657
BD
600 Brickell Avenue Suite 2520, Miami, FL 33131
February 23, 2023 - Present
A.G.P. / ALLIANCE GLOBAL PARTNERS·CRD# 8361
RIA
Miami, FL
April 23, 2020 - March 8, 2023
A.G.P. / ALLIANCE GLOBAL PARTNERS·CRD# 8361
BD
Miami, FL
April 23, 2020 - March 8, 2023
AEGIS CAPITAL CORP.·CRD# 15007
RIA
New York, NY
March 23, 2010 - May 20, 2020
AEGIS CAPITAL CORP.·CRD# 15007
BD
New York, NY
March 23, 2010 - May 20, 2020
GUNNALLEN FINANCIAL, INC·CRD# 17609
RIA
New York, NY
May 7, 2009 - March 30, 2010
GUNNALLEN FINANCIAL, INC·CRD# 17609
BD
New York, NY
April 24, 2009 - March 30, 2010
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
New York, NY
September 15, 2006 - May 5, 2009

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Current Firm

PA
PAR5 ADVISORS LLC

PAR5 ADVISORS LLC

CRD#: 327518
Florida
Registered Investment Advisory firm - Florida (6/26/2024 Approved)

Contact Information

Main Address

600 Brickell Avenue Suite 2520, Miami, FL 33131

Phone Number

(786) 638-5650

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

29

AUM (Assets Under Management)

$15,824,138

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Start Date: March - 2022. AJMONSTER LLC - Delaware Incorporated Company. Non-Operating Entity. Sole purpose of vehicle is to hold ownership in Par5 Capital & Co, LLC. No time devoted to this entity or compensation received. 2) BPB Holdings, LLC - Entity created with the purpose of investing in real estate. The company is leasing a property being used as an office in Buenos Aires and has the option to purchase it at the end or before the lease agreement ends. No compensation.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(2/23/2023)
RR
Florida
(2/23/2023)
IAR
Florida
(6/26/2024)
RR
Massachusetts
(3/8/2023)
RR
Minnesota
(3/8/2023)
RR
New Jersey
(2/23/2023)
RR
New York
(2/23/2023)
RR
North Carolina
(3/8/2023)
RR
Pennsylvania
(3/8/2023)
RR
Utah
(3/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2024About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Dec 2024About the Series 79TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Feb 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2006About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Jun 2023About the Series 4 exam

Series 53 — Municipal Securities Principal Examination

Passed May 2023About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Mar 2022About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Ajit Singh Ajmani's CRS (Customer Relationship Summary).

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