SINDIA CAPITAL ADVISERS, LLC
Firm details
- Headquarters
- SOMERS POINT, New Jersey
- CRD number
- 333325
- Registered since
- December 16, 2024
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other91.14%
- Charitable Organizations4.46%
- HNWI4.09%
- Individuals0.31%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sindia Capital Advisers, LLC is an independent investment adviser that serves high-net-worth individuals, families and institutional clients. The firm favors listed equities as the backbone of client portfolios, using exchange-traded equities and ETFs as the primary vehicle for market exposure while layering in external alternative strategies for diversification and return enhancement. Client relationships are a mix of discretionary mandates and largely non‑discretionary engagements where clients retain final authority over trading. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which supports both ongoing portfolio management and project-based advisory work such as pension consulting. Investment activity shows a clear equity bias: separately managed account structures and exchange-traded vehicles are the most used instruments, and the firm supplements public-market exposure with allocations to private fund managers when appropriate. Sindia Capital positions itself to coordinate external alternative managers and mutual fund sleeves alongside core equity holdings to meet the risk-return objectives of both individual and institutional clients.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities55%
- State & Local Bonds20%
- Public Funds/Mutual Funds10%
- Private Funds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1JONATHAN CHESSHIRE
Managing Director, Head of ResearchCRD 4695441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOMERS POINT, NJ
ATLANTIC
Location
SOMERS POINT, NJ
Headquartered in SOMERS POINT, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- ATLANTIC
- Address
- 741 1st St
- Time zone
- ET (UTC-5)
- Office locations
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