Sapphire Citadel Capital

RIASEC Registered
Total AUM
$14.3M
Discretionary
$14.3M
100% of AUM
Avg account
$234K
Accounts
61
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 40%, US Government Bonds 10%, Cash & Cash Equivalents 10%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds40%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Gustavo Sanchez Nazario

    Gustavo Sanchez Nazario

    CEOCRD 5946258

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth