POLYMATH CAPITAL ADVISORS, LLC.

POLYMATH CAPITAL ADVISORS, LLC. is an SEC-registered investment adviser (CRD 310229). Regulatory assets under management: $15.1M.

Registration

• CRD: 310229
• Type: Registered investment adviser
• Phone: 877-373-3090
• Latest filing: 2026-03-30
• Regulatory AUM: $15.1M
• Discretionary AUM: $5.0M
• Non-discretionary AUM: $10.0M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310229 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search