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 limited liability company that provides portfolio management services primarily to institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, which indicates it operates as an asset manager responsible for running pooled vehicles or institutional mandates rather than serving a broad retail base. Destra charges clients on a percentage-of-assets-under-management basis and is not identified as an active ESG investor, a capital allocator, or a pension consultant. Ownership is listed as a domestic entity/individual structure and the firm is classified as unclassified in the provided snapshot. Destra’s profile—moderate total AUM with a highly concentrated client roster—suggests a boutique institutional manager model: focused, customized management for a small number of large relationships rather than high-volume retail servicing.
Assets & Accounts
Investments & Alternatives
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
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