Esoterica Capital LLC

RIASEC RegisteredEst. 2019

Total AUM

$43.4M

Discretionary

$43.4M

100% of AUM

Avg account

$21.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 304570
Registered since: November 14, 2019
Website: www.esotericacap.com
Custodians: MORGAN STANLEY BANK ASIA LIMITED, MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Investment Companies50.12%
Individuals49.88%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Esoterica Capital LLC is a privately held limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm provides portfolio management services to both individuals/small businesses and investment companies and charges clients on a percentage-of-AUM basis. Its reported client base includes both private clients and institutional investors. Esoterica does not identify as an active ESG investor and is not presented as a multi-state adviser.