Sapphire Citadel Capital
Firm details
- Headquarters
- ,
- CRD number
- 331335
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.11%
- Individuals47.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sapphire Citadel Capital is a small, privately held investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves individual and family clients rather than institutions. Its filings indicate it is not an active ESG investor, it does not operate as a multi-state adviser, and it does not present itself as a pension consultant or a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds40%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Gustavo Sanchez Nazario
CEOCRD 5946258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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