Estancia Capital Management, LLC

RIASEC RegisteredEst. 2013
Total AUM
$908M
Discretionary
$908M
100% of AUM
Avg account
$151M
Accounts
6
Employees
15
Advisory reps
5

Firm details

Headquarters
Scottsdale, Arizona
CRD number
166478
Registered since
January 2, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Estancia Capital Management, LLC is a privately structured investment manager that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm is SEC-registered (since 2013) and serves an institutional client base. Its business model centers on managing private funds and acting as sponsor/GP and managing member of pooled vehicles rather than providing broad retail advisory services. Fees combine a percentage-of-AUM component with performance-based compensation. Estancia does not present itself as an active ESG investor.

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
  • Darrin Jeffries

    Darrin Jeffries

    COO/General Counsel/CCOCRD 6443104

Contacts

3 of 4
  • Kerri-ann Jeffries

    Co-OwnerCRD 8065401

  • Takashi Moriuchi

    Takashi Moriuchi

    Managing Director, Co-FounderCRD 2813291

  • Danny Kang

    Danny Kang

    Managing DirectorCRD 2680496

Unlock 1 more contacts

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

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
20865 N 90th Pl
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

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