Advaita Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
$316M
Discretionary
$316M
100% of AUM
Avg account
$24.3M
Accounts
13
Employees
3
Advisory reps
2

Firm details

Headquarters
Boston, Massachusetts
CRD number
325205
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Advaita Capital LLC is structured as a limited liability company that manages private pooled investment vehicles for institutional investors. The firm is classified as a private equity fund manager and is SEC-registered (2026). Its advisory role is focused on portfolio management for pooled vehicles, and it acts as sponsor, general partner and managing member of those vehicles. Fee arrangements include both percentage-of-AUM and performance-based components. The firm does not position itself as an ESG-active investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Gayatri Sarkar

    Gayatri Sarkar

    Founder and CEOCRD 7695101

Contacts

1 of 1
  • Cameron Dewitt

    CRD 8243333

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
53 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth