Ambrose Capital Advisors, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 341604
- Registered since
- May 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ambrose Capital Advisors, LLC is a recently registered investment adviser organized as a limited liability company and entered SEC registration in 2026. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and it also identifies itself as a sponsor, general partner, and managing member of such pooled vehicles. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees, which is consistent with a manager operating private fund or pooled-vehicle strategies. The firm is marked as newly formed, is not a multistate adviser, and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Jason Sturman
President & Chief Investment OfficerCRD 8243769
Stacey Anderson
SVP, Chief Financial OfficerCRD 8243772
Grant Goldman
Executive Vice President & Chief Operating OfficerCRD 8243781
Contacts
2 of 2Joseph Hawkins
Senior Vice President and General CounselCRD 8243788
Brandi Shaddick
CRD 8244321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8888 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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