# Polymath Capital Advisors, LLC.

> Polymath Capital Advisors, LLC. is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310229
- Filed as: POLYMATH CAPITAL ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310229
- AdvisorCensus page: https://advisorcensus.com/firm/polymath-capital-advisors-llc-310229

## Quick answers

**How is Polymath Capital Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Polymath Capital Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Polymath Capital Advisors, LLC. registered with the SEC or a state?**
Polymath Capital Advisors, LLC. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310229.

**How much does Polymath Capital Advisors, LLC. manage?**
Polymath Capital Advisors, LLC. reports $15,050,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (34% discretionary).

**What types of clients does Polymath Capital Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (3); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Polymath Capital Advisors, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310229

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,050,000
- Discretionary: $5,050,000
- Non-discretionary: $10,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $2,100,000 |
| High net worth individuals | 3 | $12,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $800,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 1 | $150,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- polymath-partners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Polymath Capital Advisors, LLC. (CRD 310229): Form ADV filing data as of October 2026.