Data / Investment advisers / Massachusetts / Advaita Capital LLC
Advaita Capital LLC, Boston, MA: $316 million AUM, SEC registered investment adviser
Advaita Capital LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $316 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 13 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 325205
- SEC file number
- 801-136942
- SEC status
- Approved, effective August 5, 2026
- Main office
- 53 State Street Suite 500, Boston, MA 02109
- Phone
- (978) 846-4458
- Regulatory AUM
- $315,742,941 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $315,742,941
- Accounts
- 13
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 13: 13 private equity funds
- Gross assets of private funds
- $315,742,941
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $315.7 million |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Boston Family Advisors LLC | Boston | $329.7 million | 1 | adviserinfo.sec.gov |
| Game Creek Capital, LP | Boston | $329 million | 2 | adviserinfo.sec.gov |
| Purefi Wealth, LLC | Boston | $326.4 million | Not listed | adviserinfo.sec.gov |
| Sawyer & Co Inc | Boston | $320.1 million | Not listed | adviserinfo.sec.gov |
| Kaname Capital, L.P. | Boston | $319.7 million | 1 | adviserinfo.sec.gov |
| Marathon Financial Group | Boston | $307.8 million | Not listed | adviserinfo.sec.gov |
| Ironwood Investment Management, LLC | Boston | $278.2 million | 1 | adviserinfo.sec.gov |
| Heritage Holding | Boston | $277.7 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Advaita Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.