Advaita Capital LLC: new SEC registration, $316M AUM, Boston, MA
Advaita Capital LLC (Boston, Massachusetts): new SEC registration, $316M AUM, Boston, MA. Its amount of 316 is above the median of 134 (80th percentile). Dated 92 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 316 · 80th percentile of 1,149 NewRiaPulse records · 2.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Advaita Capital LLC |
| Legal name | Advaita Capital LLC |
| CRD | 325205 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-09-24 |
| Location | Boston, MA, United States |
| Regulatory AUM | $315,742,941 |
| Accounts | 13 |
| Employees | 3 |
| Website | https://www.linkedin.com/company/advaita-capital |
| amount percentile | 80th of 1,149 (median 134, 2.4x median) |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Advaita Capital LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of MA records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Advaita Capital + all 38 MA records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Brookwood Advisors, LLC · Pearson Financial Services · Arborstone Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Advaita Capital LLC and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Advaita Capital LLC's amount: 80th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $316M under management.
- Website on file.
What is the NewRiaPulse record for Advaita Capital LLC in Boston, Massachusetts?
Advaita Capital LLC received SEC registration as an investment adviser (2026-08-05) with $315,742,941 in regulatory assets under management, based in Boston, MA.
How does Advaita Capital LLC compare to other Massachusetts NewRiaPulse records?
Its amount of 316 sits in the upper half (80th percentile) of 1,149 records; the median is 134. It is 92 days old; check the official source for later updates before acting.
Advaita Capital LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Advaita Capital LLC | Boston, MA | 316 | 80th | 2026-08-05 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Massachusetts NewRiaPulse: Approved
Cross-dataset signals in Massachusetts
Newly funded companies in Massachusetts (SEC Form D) (21) IpoFilingPulse: records in Massachusetts (21)
More Massachusetts public-record feeds
New SBA 7(a) & 504 Loan Approvals in Massachusetts New NIH Research Awards by Organization in Massachusetts Excluded Health Care Business Search (OIG LEIE) in Massachusetts Newly Licensed Child Care Centers & After-School Programs (TX, NY, PA, WA, MA) in Massachusetts Nursing Home Inspection Deficiencies by State & Severity in Massachusetts FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in Massachusetts New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Massachusetts New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Massachusetts
How to monitor Advaita Capital LLC and peer approved records
Get new NewRiaPulse records like Advaita Capital LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.