Polymath Capital Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,050,000
Total clients
29
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$518,966
About
Polymath Capital Advisors, LLC provides discretionary and non-discretionary investment advisory and sub‑advisory services to a mix of individuals, high‑net‑worth clients, family offices, retirement plans, and institutional investors. The firm also offers integrated financial planning, retirement plan consulting, fractional CFO services, and accounting/tax services through affiliated business lines.
The firm builds personalized investment policy statements and delivers ongoing reporting, research executive summaries, and client updates, while employing a mix of U.S. equity, fixed income, ETFs and alternative assets to pursue diversified and uncorrelated returns. PCA supplements its in‑house advice with a Betterment sub‑advisory arrangement that uses algorithmic model portfolios, continuous rebalancing and tax‑loss harvesting alongside manual oversight.
What distinguishes PCA from many peers is its wider professional network and service mix for a small advisory firm: it operates under a parent entity that also runs affiliated accounting and tax services and is commonly connected to Polymath Law PLLC and a special‑purpose vehicle (DealShield LLC). The brochure also notes regular client communications and research (periodicals/newsletter‑style updates) and participant education/ongoing client workshops, plus experience managing private and unconventional assets (including private funds and certain art and collectible exposures), which is uncommon among similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
CFO Growth Alliance and General Accounting & Tax Services fees range from $250 to $5,000 per month depending on engagement complexity; ad hoc and specialized project fees quoted individually.
$0 - $4,999,999: 1% annually (minimum $50,000 annual fee) $5,000,000 - $14,999,999: 1% annually (minimum $150,000 annual fee) $15,000,000 - $24,999,999: 1% annually (minimum $250,000 annual fee) $25,000,000+: 1% annually (no minimum fee)
Performance-based fees are charged for private investment funds and pooled investment vehicles to qualified clients with $1 million under management or net worth exceeding $2.1 million; details negotiated per agreement.
Account minimum: $50,000 minimum annual fee for Private and Alternative Asset Management (implied minimum account size $5,000,000 for $50,000 fee at 1%) Minimum fee: Private and Alternative Asset Management: Minimum annual fees ranging from $50,000 to $250,000 depending on asset tier; no minimum fee for assets over $25M Fee-only: Yes, fees charged as described without commissions; firm does not accept commissions or markups.
Main office location
Polymath Capital Advisors, LLC.
Glastonbury CT, United States
Number of offices
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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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