SINDIA CAPITAL ADVISERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$423M
Discretionary
$37.5M
9% of AUM
Avg account
$12.8M
Accounts
33
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, State & Local Bonds 20%, Public Funds/Mutual Funds 10%, Private Funds 10%, Cash & Cash Equivalents 5%55%
  • Exchange Traded Equities55%
  • State & Local Bonds20%
  • Public Funds/Mutual Funds10%
  • Private Funds10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • JONATHAN CHESSHIRE

    Managing Director, Head of ResearchCRD 4695441

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth