A complete list of active advisors currently associated with Ansonia Capital Advisors LLC
Warmer can help you find a great advisor at Ansonia Capital Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ansonia Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Princeton, NJ
| 1
|
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