S
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-14-2010
- Office Locations
- 1
Office Locations
-- Chelmsford MA
About Sondhi Capital, LLC
SONDHI CAPITAL, LLC is a Chelmsford, MA registered investment adviser serving retail clients, including entrepreneurs, with financial and investment planning, portfolio construction, and charitable giving support. The firm emphasizes asset allocation and primarily implements portfolios using ETFs (with select cash and investment-grade bond exposure). Custody/trading is through Interactive Brokers.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RISHI SONDHI
Chief Compliance Officer, Manager, MANAGING DIRECTOR
- CRD
- #5867356
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,152,944 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,152,944 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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