ADVAITA CAPITAL LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 325205
- Registered since
- March 29, 2024
- Website
- www.advaitacap.com
Firm profile
FINTRXOverview
Advaita Capital LLC is organized as a limited liability company and registered with the SEC in 2024. The firm is held by an individual owner and is classified in the available data as unclassified. It does not report itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm’s public activity shows it operating primarily as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail wealth manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Gayatri Sarkar
Founder and CEOCRD 7695101
Contacts
1 of 1Cameron Dewitt
CRD 8243333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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