Sondhi Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 155825
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.11%
- Individuals7.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sondhi Capital, LLC is a small, equity‑oriented registered advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and identifies itself as a capital allocator that blends direct listed‑market exposure with allocations to third‑party managers. Public market equities—both exchange‑traded stocks and ETFs—are the dominant exposure in client programs, with a stated preference for equities over other asset classes. The firm’s activity suggests a compact, active approach to managing a limited number of sizable accounts rather than broad retail distribution.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities90%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Rishi Sondhi
Managing DirectorCRD 5867356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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