Ansonia Capital Advisors LLC

RIAState Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$392K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
Princeton, New Jersey
CRD number
335574
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ansonia Capital Advisors LLC is an independent, New Jersey–registered limited liability company that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm is individually owned and focuses on discretionary portfolio management rather than acting as a third-party capital allocator. Its advisory mandate is straightforward: manage client portfolios on a percentage-of-AUM fee model. The firm does not describe itself as an ESG investor and operates within a single state registration.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 15%, Cash & Cash Equivalents 15%70%
  • Exchange Traded Equities70%
  • US Government Bonds15%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Sam Nayden

    Sam Nayden

    PartnerCRD 5736381

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

Princeton, NJ

Mercer

Location

Princeton, NJ

Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
342 Dodds Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth