Advaita Capital, LLC

CandidateSEC-registered adviser· Boston, Massachusettsadvaitacap.com

*Advaita is a Sanskrit word, meaning non-duality

In the firm's own words, from its website.

Reported fund assets
$168M
sum of its funds' Form ADV filings, last 30 months
Investment team
1
Latest vintage
2024
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (1)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

4 additional investments, funds and LPs, 3 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 1 vehicle
    on Form D, 18 months

    $57.8M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →

People to know

View all people
  • Gayatri Sarkar
    Manager
    Why: Named with investment responsibility
    No route on file yet

Relationship network

8 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Advaita Capital, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Advaita Capital, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months
Investments on record
0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
energy, deep tech, hardware, crypto, media
Stages
growth
Geography
boston, globally, new york
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

1 current, 0 departed
Decision makers
who to call first, and why; then everyone else by function
  • Gayatri Sarkar · Manager
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
1 current, 0 departed
Contacts
1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

7 vehicles, 0 LPs disclosed
Funds and vehicles
7 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Advaita Capital Fund V LPFund2024 form d first saleNewly closedunknownunknown$30.8MMar 7, 2025
Advaita Capital Fund III LPFund · ADV: Private Equity Fund2023 form d first saleFundraising$59.5M
Jun 29, 2026
8$57.8MJun 29, 2026
Advaita Capital Endurance Fund I LPFund · ADV: Private Equity Fund2023 form d first saleActive deployment$53.8M
Jun 29, 2026
2$14.1MApr 23, 2024
Limited partners
0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Known LPs and allocators
0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 3 other DFX graphs
Co-investors
0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 3 other DFX graphs Show
Across DFX
Across the graphs

Advaita Capital, LLC is the same institution as 3 records in Independent Sponsors, Private Equity and RIA and Wealth.

Independent Sponsors1Private Equity1RIA and Wealth1

DFX found 3 relationships across 3 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

8 dated events, 49 observations from 3 sources
Timeline
8 dated events
  1. seen on or beforeSep 24, 2026
    Advaita Capital, LLC: PE_WITH_VENTURE_ACTIVITY -> CANDIDATE_VC (no sworn venture fact yet (name or round mention only))
    Classification changedClassificationInferenceno URL
  2. seen on or beforeSep 23, 2026
    Advaita Capital, LLC: INSTITUTIONAL_VC -> PE_WITH_VENTURE_ACTIVITY (registered adviser; venture funds are 0% of 13 private funds)
    Classification changedClassificationInferenceno URL
  3. Mar 29, 2024
    Advaita Capital GP I, LLC first reported on Form ADV by Advaita Capital, LLC (Venture Capital Fund), GAV $4,005,120
    Fund first reported on Form ADVFundsFactAdvaita Capital GP I, LLCForm ADV
  4. Mar 29, 2024
    Advaita Capital Fund II LP first reported on Form ADV by Advaita Capital, LLC (Venture Capital Fund), GAV $7,424,374
    Fund first reported on Form ADVFundsFactAdvaita Capital Fund II LPForm ADV
  5. Mar 29, 2024
    Advaita Capital, LLC first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jun 29, 2026 · 13 private fundsShow
Headquarters
Boston, MAadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
advaitacap.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
Private fund adviseradviserinfo.sec.gov
Latest Form ADV
Jun 29, 2026
Private funds reported
13 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$316Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Every classification this record has carried4 on recordShow
  1. Sep 24, 2026
    Candidate (candidate, 50%)
    No sworn venture fact yet (name or round mention only)
  2. Sep 23, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 0% of 13 private funds
  3. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $116M across 9 vehicles
  4. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $116M across 8 vehicles
Evidence
49 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC exemption claimedPrivate fund adviserMar 29, 2024FactForm ADV
SEC adviser typeRegistered investment adviserJun 29, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2024FactForm ADV
First Form ADV filing2024-03-29Jun 29, 2026FactForm ADV
First Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-06-29Jun 29, 2026FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
Venture share of reported funds0Jun 29, 2026FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Business phoneMar 29, 2024FactForm ADV
DescriptionOct 1, 2026Factno URL
DescriptionSep 16, 2026Factno URL
DescriptionSep 13, 2026Factno URL
HeadquartersBoston, MAMar 29, 2024FactForm ADV
Office addressMar 29, 2024FactForm ADV
Legal formLimited Liability CompanyMar 29, 2024FactForm ADV
Portfolio pageOct 1, 2026Factno URL
Portfolio pageSep 16, 2026Factno URL
Portfolio pageSep 13, 2026Factno URL
Private funds reported13Jun 29, 2026FactForm ADV
Private funds reported5Mar 29, 2024FactForm ADV
Private fund gross assets (reported)$316MJun 29, 2026FactForm ADV
Private fund gross assets (reported)$116MMar 29, 2024FactForm ADV
Stated geographyBoston, globally, new york
“geography words on the home page”
Oct 1, 2026Factno URL
Stated geographyBoston, globally, new york
“geography words on the home page”
Sep 16, 2026Factno URL
Stated geographyBoston, globally, new york
“geography words on the home page”
Sep 13, 2026Factno URL
Stated sectorsEnergy, deep tech, hardware, crypto, media
“sector words on the home page”
Oct 1, 2026Factno URL
Stated sectorsEnergy, deep tech, hardware, crypto, media
“sector words on the home page”
Sep 16, 2026Factno URL
Stated sectorsEnergy, deep tech, hardware, crypto, media
“sector words on the home page”
Sep 13, 2026Factno URL
Stated stagesgrowth
“stage words on the home page”
Oct 1, 2026Factno URL
Stated stagesgrowth
“stage words on the home page”
Sep 16, 2026Factno URL
Stated stagesgrowth
“stage words on the home page”
Sep 13, 2026Factno URL
Team pageOct 1, 2026Factno URL
Team pageSep 16, 2026Factno URL
Team pageSep 13, 2026Factno URL
Venture funds reported0Jun 29, 2026FactForm ADV
Venture funds reported5Mar 29, 2024FactForm ADV
WebsiteMar 29, 2024FactForm ADV
Site titleOct 1, 2026Factno URL
Site titleSep 16, 2026Factno URL
Site titleSep 13, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShow
Importance
6
low
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
CandidateSEC registered investment adviser

No sworn venture fact yet (name or round mention only)

The inputs behind each score
importance
gav: $0 · funds: 0.33 · people: 0.04 · investments: 0 · scale basis: Venture-typed funds only (Candidate): 4 funds, $0M of $168M reported · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 9 · reported gav: $168M · first adv filing: 2024-03-29 · years since first filing: 2.5

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

3 dated events on the change ledger, latest event first
  • Organization classification changed
    2026-09-24
  • Organization classification changed
    2026-09-23
  • Adviser's first ADV filing
    2024-03-29source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.