Sestante Family Office

RIASEC RegisteredEst. 2025
Total AUM
$434M
Discretionary
$434M
100% of AUM
Avg account
$27.1M
Accounts
16
Employees
4
Advisory reps
3

Firm details

Headquarters
Coronado, California
CRD number
335152
Registered since
April 28, 2025
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI98.1%
  • Individuals1.13%
  • Corporations / Businesses0.76%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sestante Family Office is an independent RIA organized as a limited liability company that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm is SEC-registered (2025), charges either a percentage of assets under management or fixed fees, and lists advisory activities that include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm operates under a family-office model and explicitly serves family and individual clients while also allocating to third‑party managers. Sestante reports it does not pursue active ESG investing and is not set up as a multi-state adviser or pension consultant. The firm’s ownership is recorded as a mix of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 42%, State & Local Bonds 21%, Public Funds/Mutual Funds 15%, Private Funds 14%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%42%
  • Exchange Traded Equities42%
  • State & Local Bonds21%
  • Public Funds/Mutual Funds15%
  • Private Funds14%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Joel Hergenreter

    Joel Hergenreter

    Chief Compliance OfficerCRD 7390971

Contacts

2 of 2
  • Daniel White

    Daniel White

    t Co-Founder & Managing PartnerCRD 2950937

  • Benjamin White

    Benjamin White

    Co-Founder and Managing PartnerCRD 6487515

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coronado, CA

San Diego

Location

Coronado, CA

Headquartered in Coronado, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
1330 Orange Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth