Destra Capital Advisors LLC
Firm details
- Headquarters
- Bozeman, Montana
- CRD number
- 148574
- Registered since
- December 30, 2010
- Website
- www.destracapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Destra Capital Advisors LLC is an SEC-registered investment adviser formed as a limited liability company in 2010. The firm’s advisory work is centered on portfolio management for investment companies and it serves an institutional client base. Compensation is structured as a percentage of assets under management rather than performance-only or flat-fee models. According to the firm’s disclosures, it does not position itself as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator or related adviser. The firm maintains industry ties that include relationships with broker-dealers and other investment advisers, suggesting operational connections across the sell-side and advisory channels rather than relying solely on internal distribution.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Dominic Martellaro
Chief Executive OfficerCRD 1271857
Contacts
3 of 13Anthony Tobias
External WholesalerCRD 4512991
Robert Watson
Head of InvestmentsCRD 2163449

Kenneth Merritt
Managing DirectorCRD 2449420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bozeman, MT
Gallatin
Location
Bozeman, MT
Headquartered in Bozeman, MT, in the West of the United States.
- Region
- West
- County
- Gallatin
- Address
- 443 N Willson Ave
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Professional Financial Management, Inc.
RIABozeman, MT
Xypn Invest
RIABozeman, MT
DFC Preferred Advisors LLC
RIABozeman, MT
Bitterroot Capital Advisors LLC
RIABozeman, MT
Northfork Advisors
RIABozeman, MT
Arkell Asset Management, LLC
RIABozeman, MT