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ADVAITA CAPITAL LLC

BOSTON, MA · CRD 325205 · IAPD ↗ · 978-846-4458

$315.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — ADVAITA CAPITAL LLC (BOSTON, MA) is newly SEC-registered with $315.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.