AMBROSE CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
48
Advisory reps
6

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
341604
Registered since
May 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ambrose Capital Advisors, LLC is a recently registered investment adviser organized as a limited liability company and entered SEC registration in 2026. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and it also identifies itself as a sponsor, general partner, and managing member of such pooled vehicles. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees, which is consistent with a manager operating private fund or pooled-vehicle strategies. The firm is marked as newly formed, is not a multistate adviser, and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Aasif Bade

    Founder and CEOCRD 8243789

  • Grant Goldman

    Executive Vice President & Chief Operating OfficerCRD 8243781

  • Jason Sturman

    President & Chief Investment OfficerCRD 8243769

Contacts

3 of 3
  • Stacey Anderson

    CRD 8243772

  • Joseph Hawkins

    CRD 8243788

  • Brandi Shaddick

    CRD 8244321

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

INDIANAPOLIS, IN

MARION

Location

INDIANAPOLIS, IN

Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
MARION
Address
8888 Keystone Xing
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth