Ansonia Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ansonia Capital Advisors LLC is a newly organized, state‑registered investment adviser that, per its brochure, offers customized investment management to individuals, high‑net‑worth clients, trusts and estates. Like many managers in its category, it plans to charge percentage‑of‑assets fees, but the firm reported no assets under management and no clients as of December 31, 2024.
The firm describes a fundamental‑analysis driven approach that constructs portfolios from ETFs, mutual funds, individual stocks and bonds, REITs and options, and it may use cash positions, rebalancing and other tactical trades to manage risk. Ansonia also discloses the use of margin loans and covered‑call option strategies in certain accounts, with client ability to impose restrictions on margin and an emphasis on ongoing monitoring of holdings.
Noteworthy features include its status as a single‑advisor startup led by a principal with more than two decades of institutional investment, private equity and corporate development experience, together with disclosed outside consulting and advisory businesses that may present time‑allocation or conflict considerations. The firm’s institutional relationship with Interactive Brokers — including access to software, block‑trading capabilities and trading support — and its combination of zero scale, permission to use leverage and option strategies distinguish it from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.60% annually $1,000,001+: 0.50% annually
Account minimum: $100,000 Fee-only: Fees based on assets under management only; no commissions or other compensation received.
Main office
342 Dodds Ln
Princeton NJ 08540
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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