AdFi
EC

Esoterica Capital LLC

SEC Registered

Macro Insight, Global Growth

https://esotericacap.com860-543-3942
Assets Under Management
Under $100M
Employees
5
Office Locations
1 office
Total Accounts
2

About the firm

Esoterica is a next-gen alternative investment firm built on innovative, macro-informed insights and rigorous fundamental research, designed to capture dynamic global opportunities and deliver superior long-term returns. Esoterica Capital, LLC is an SEC-registered investment adviser.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment Companies

Areas of expertise

Alternative InvestmentsMacro ResearchFundamental ResearchGlobal GrowthETFLong-term Returns

Services

Alternative investment management; offers an ETF

Who they serve

every investor

Client segmentClientsAssets managed
Individuals (Non-HNW)1$22M

Leadership

Karan Trehan
CHAIRMAN AND CCO
Qindong Liu
CEO, CIO
Diana Wang
COO

Office locations

1 office in 1 states
HQ

Regulatory & compliance

CRD number
#304570
SEC Number
801-117617
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Esoterica Capital LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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