Puneet Sahi
Iron Horse Capital · Irvine, California
Puneet Sahi is a fee-only financial advisor at Iron Horse Capital in Irvine, California, who holds the CFA credential. Iron Horse Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Iron Horse Capital |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.6M across 153 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2943456 |
| Exams passed | Series 63 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Puneet's firm compares
- Iron Horse Capital's average account is about $671,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Puneet
Is Puneet Sahi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Puneet holds no broker registration, and Iron Horse Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Puneet charge for financial advice?
Puneet's firm, Iron Horse Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Puneet Sahi based?
Puneet Sahi is based in Irvine, California.
What credentials does Puneet Sahi hold?
Puneet Sahi holds the CFA credential.
Is Puneet Sahi registered with the SEC?
Yes. Puneet Sahi is registered as an investment adviser representative in CA (CRD 2943456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Iron Horse Capital manage?
Iron Horse Capital reports $102.6M across 153 accounts in assets under management.
How do I contact Puneet Sahi?
Contact details aren't on file yet. Search for Iron Horse Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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