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| Keyboard |
| Ekanta Wealth Advisors LLC
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|---|---|
| CRD # | 282031 |
| SEC # | 801-115217 |
| CIK # | |
| AUM | 306.7 M (2026-03-23) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-882-9240 |
| Address | 2665 South Bayshore Drive Coconut Grove, FL 33133 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 77.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 229.3 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 306.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 52 | 306.7 |
| Total | 52 | 306.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 71.8 | |
| United States Persons | 234.8 | |
| Total | 52 | 306.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Future Fund LLC
✚
|
IL | 314.4 M |
|
Templeton & Phillips Capital Management LLC
✚
|
TN | 314.2 M |
|
Samjo Management LLC
✚
|
NY | 308.8 M |
|
Logica Capital Advisers LLC
✚
|
CA | 304.6 M |
|
Alethea Capital Management LLC
✚
|
302.6 M | |
|
MICA Creek Capital LLC
✚
|
CO | 300.5 M |
|
Westwood Wealth Management
✚
|
CA | 300.4 M |
|
Cloud Capital Management LLC
✚
|
WA | 300.2 M |
|
Southwind Associates of NJ Inc
✚
|
299.1 M | |
|
Roubaix Capital LLC
✚
|
CO | 298.9 M |