ESTANCIA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 166478
- Registered since
- January 2, 2013
- Website
- estanciapartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Estancia Capital Management, LLC is a private-equity focused investment manager that originates and manages pooled investment vehicles for institutional clients. The firm is structured as a limited liability company and has been SEC-registered since 2013. Its primary advisory activity is portfolio management for pooled vehicles, and it acts as sponsor, general partner and managing member for those vehicles. Estancia charges a mix of percentage-of-AUM and performance-based fees, aligning part of its compensation with fund performance. Investment activity concentrates on private equity and related private placements. The firm does not identify as an active ESG investor. Its client base is institutional, and its business affiliations include roles with broker-dealers, other investment advisers and insurance and pension-related entities, reflecting a multi-role approach across fund management and distribution channels.
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 1DARRIN JEFFRIES
COO/General Counsel/CCOCRD 6443104
Contacts
3 of 4KERRI-ANN JEFFRIES
Co-OwnerCRD 8065401
TAKASHI MORIUCHI
Managing Director, Co-FounderCRD 2813291
DANNY KANG
Managing DirectorCRD 2680496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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