ANSONIA CAPITAL ADVISORS LLC

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$392K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
PRINCETON, New Jersey
CRD number
335574
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ansonia Capital Advisors LLC is a small, privately held advisory firm organized as an LLC that provides portfolio management for individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and shows a clear tilt toward equity allocations: exchange-traded equities are listed as the primary asset type and account for the bulk of its managed assets. The firm is not an active ESG investor, does not market itself as a multi-state adviser or pension consultant, and is not structured as a capital allocator. Given its asset base and client count, Ansonia appears to deliver highly individualized portfolio management rather than scaled institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 15%, Cash & Cash Equivalents 15%70%
  • Exchange Traded Equities70%
  • US Government Bonds15%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • SAM NAYDEN

    PartnerCRD 5736381

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PRINCETON, NJ

MERCER

Location

PRINCETON, NJ

Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MERCER
Address
342 Dodds Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth