SQN Capital Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$75.4M
Discretionary
$75.4M
100% of AUM
Avg account
$25.1M
Accounts
3
Employees
3
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
158704
Registered since
February 14, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SQN Capital Management, LLC is a registered institutional RIA formed as an LLC in 2012. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. It functions not only as an investment adviser but also in sponsor/GP and managing-member roles for pooled vehicles it manages. Its fee schedule includes percentage-of-AUM fees, fixed fees, and performance-based fees. SQN does not identify as an active ESG investor, is not a multi-state adviser, and does not market itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jeremiah Silkowski

    Jeremiah Silkowski

    Founder and CEOCRD 2801912

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
100 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth