# Advaita Capital LLC

> Advaita Capital LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 325205
- Filed as: ADVAITA CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325205
- AdvisorCensus page: https://advisorcensus.com/firm/advaita-capital-llc-boston-ma-325205

## Quick answers

**How is Advaita Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advaita Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advaita Capital LLC located?**
Advaita Capital LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Advaita Capital LLC registered with the SEC or a state?**
Advaita Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 325205.

**How much does Advaita Capital LLC manage?**
Advaita Capital LLC reports $315,742,941 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Advaita Capital LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).

**Does Advaita Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325205

**What changed in Advaita Capital LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 2. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $315,742,941
- Discretionary: $315,742,941
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $315,742,941 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advaitacap.com
- LinkedIn @advaita-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | $315,742,941 | 3 | September 24, 2026 |


## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 2.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Changed its legal name from Advaita Capital, LLC to Advaita Capital LLC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advaita Capital LLC (CRD 325205): Form ADV filing data as of October 2026.