DESTRA CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2010
Total AUM
$464M
Discretionary
$464M
100% of AUM
Avg account
$232M
Accounts
2
Employees
12
Advisory reps
14

Firm details

Headquarters
BOZEMAN, Montana
CRD number
148574
Registered since
December 30, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DOMINIC MARTELLARO

    Chief Executive OfficerCRD 1271857

Contacts

3 of 13
  • ANTHONY TOBIAS

    External WholesalerCRD 4512991

  • ROBERT WATSON

    Head of InvestmentsCRD 2163449

  • KENNETH MERRITT

    Managing DirectorCRD 2449420

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth