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 a limited partnership operating as a hedge fund and registered with the SEC in 2026. The firm serves primarily institutional clients and provides discretionary portfolio management across individuals/small businesses, pooled investment vehicles, and businesses or institutions. Settian acts in sponsor/GP and managing-member capacities for pooled vehicles, and its fee structure includes both asset-based and performance-based components. The adviser is not positioned as an ESG-focused investor and is organized under domestic ownership with both an entity and an individual involved.

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 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