# Surya Capital, LLC

> Surya Capital, LLC is a state-registered investment advisory firm in Irvine, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 161105
- Filed as: SURYA CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161105
- AdvisorCensus page: https://advisorcensus.com/firm/surya-capital-llc-irvine-ca-161105

## Quick answers

**How is Surya Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Surya Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Surya Capital, LLC located?**
Surya Capital, LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Surya Capital, LLC registered with the SEC or a state?**
Surya Capital, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 161105.

**How much does Surya Capital, LLC manage?**
Surya Capital, LLC reports $27,357,332 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**What types of clients does Surya Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (7).

**Does Surya 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161105

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,357,332
- Discretionary: $27,357,332
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $4,621,294 |
| High net worth individuals | 7 | $22,736,038 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Surya Capital, LLC (CRD 161105): Form ADV filing data as of October 2026.
