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Barath K. Mahesh

ANKURA CAPITAL ADVISORS
NEW YORK, NY 10017
CRD#: 6983118
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BM
Barath Kumar MaheshANKURA CAPITAL ADVISORS

Professional summary

Barath Kumar Mahesh, who also goes by Barath Mahesh, is a registered financial professional currently at ANKURA CAPITAL ADVISORS, LLC located in New York, New York.

Barath is registered as a RR (Registered Representative) and started their career in finance in 2023. Barath has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Barath Mahesh

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Barath Kumar Mahesh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 16, 2026 - Present

ANKURA CAPITAL ADVISORS, LLC

Office #1: 485 Lexington Avenue 10th Floor, New York, NY 10017
BD
CRD#: 114155
NEW YORK, NY
Past

December 1, 2023 - August 5, 2025

JAMIESON CORPORATE FINANCE US LLC

BD
CRD#: 170172
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/16/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/9/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/20/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AC
ANKURA CAPITAL ADVISORS, LLC
ANKURA CAPITAL ADVISORS, LLC | NAVIGANT CONSULTING ENERGY CAPITAL, LLC | NAVIGANT CONSULTING CAPITAL, LLC | NAVIGANT CAPITAL ADVISORS, LLC

CRD#: 114155 / SEC#: , 8-53403

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
485 Lexington Avenue 10th Floor, New York, NY 10017
Mailing Address
485 Lexington Avenue 10th Floor, New York, NY 10017
Phone number
(212) 818-1555
Established
Delaware since 06/01/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
THOREAU HOLDCO, LLCSOLE MEMBER
HILFER, STEVEN MARTINDIRECTOR1744802
LENART, BRIAN DOUGLASCCO, AMLCO736107
OBSBAUM, FREDRIC MICHAELFINOP, PFO/POO1160811

Red Flags

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.

Company Information

ANKURA CAPITAL ADVISORS, LLC

CRD#: 114155New York, NY 10017

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