A
Ansonia Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,958,000
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$391,600
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
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
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 location
Ansonia Capital Advisors LLC
342 Dodds Ln
Princeton NJ 08540, United States
Number of offices
1
Most active in
Ansonia Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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