Advaita Capital LLC

RIASEC & State Registered
Total AUM
$316M
Discretionary
$316M
100% of AUM
Avg account
$24.3M
Accounts
13
Employees
3
Advisory reps
3

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 organized as an LLC and operates as a manager of private equity pooled vehicles for institutional investors. The firm is registered with the SEC (registration year listed as 2026) and is owned by an individual. Its primary advisory activity is portfolio management for pooled investment vehicles, and it serves in sponsor/GP/managing member roles for those vehicles. Fee arrangements include a percentage-of-AUM component alongside performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

2 of 2
  • Gayatri Sarkar

    Gayatri Sarkar

    Founder and CEOCRD 7695101

  • Cameron Dewitt

    CFOCRD 8243333

Contacts

1 of 1
  • Peter Lin

    General CounselCRD 6817572

Wealth teams

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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