Sequence Analytix, LLC

Overview

Sequence Analytix, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not position itself as a capital allocator or pension consultant. It reports not being an active ESG investor and is structured to serve a private-client base rather than institutional or multi-state markets. Business activity centers on day-to-day portfolio management rather than running proprietary funds or offering broad institutional consulting. The firm's classification and service set indicate a boutique RIA model: relatively concentrated client relationships with outsourced custody and select use of third-party managers for non-core strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives