TEGESTA CAPITAL, LLC

Overview

Tegesta Capital, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm runs a predominantly equity-driven strategy, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. Tegesta structures relationships on a percentage-of-AUM fee schedule and manages largely discretionary mandates, allowing the team to execute tactical moves and rebalancing without seeking client approval for each trade. The client base is high-net-worth individuals and family clients rather than institutions, so portfolio construction emphasizes liquid, tax-aware equity exposures alongside selectively sourced private market allocations for clients who can accept illiquidity. Tegesta does not market itself as an ESG investor and appears to be organized to deliver tailored managed-account solutions rather than broad advisory platforms or pension consulting.

Assets & Accounts

Public Holdings

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Location & Offices