SETTIAN CAPITAL LP

RIASEC RegisteredEst. 2026
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$78.3M
Accounts
2
Employees
3
Advisory reps
1

Firm details

Headquarters
ST. AUGUSTINE, Florida
CRD number
297691
Registered since
April 29, 2026
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other53.18%
  • Pooled Investment Vehicles46.82%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Settian Capital LP is structured as a limited partnership that operates as a hedge fund focused on institutional clients. The firm is registered with the SEC in 2026 and reports portfolio management services across individuals/small businesses, pooled investment vehicles, and institutional/business mandates. Its fee model combines a percentage of assets under management with performance-based fees and other arrangements. Settian Capital does not report active ESG investing and is not registered as a multi-state adviser. The firm also acts as sponsor, general partner and managing member for pooled investment vehicles.

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 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • KARL SEGERBERG

    Managing PartnerCRD 2170078

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$767K in ETFs

Passive

100%

$767K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANECK SEMICONDUCTOR ETF (SMH)VanEckPassiveTechnology$767K2,000100.00%

Location

Primary office

ST. AUGUSTINE, FL

SAINT JOHNS

Location

ST. AUGUSTINE, FL

Headquartered in ST. AUGUSTINE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
SAINT JOHNS
Address
101 La Quinta Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth