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 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

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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

    COO/General Counsel/CCOCRD 6443104

Contacts

3 of 4
  • KERRI-ANN JEFFRIES

    Co-OwnerCRD 8065401

  • TAKASHI MORIUCHI

    Managing Director, Co-FounderCRD 2813291

  • DANNY KANG

    Managing DirectorCRD 2680496

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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

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

Intelligence for Private Wealth