Estancia Capital Management, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 166478
- Registered since
- January 2, 2013
- Website
- estanciapartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Estancia Capital Management, LLC is a privately structured investment manager that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm is SEC-registered (since 2013) and serves an institutional client base. Its business model centers on managing private funds and acting as sponsor/GP and managing member of pooled vehicles rather than providing broad retail advisory services. Fees combine a percentage-of-AUM component with performance-based compensation. Estancia does not present itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Darrin Jeffries
COO/General Counsel/CCOCRD 6443104
Contacts
3 of 4Kerri-ann Jeffries
Co-OwnerCRD 8065401

Takashi Moriuchi
Managing Director, Co-FounderCRD 2813291

Danny Kang
Managing DirectorCRD 2680496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 20865 N 90th Pl
- Time zone
- MT (UTC-7)
- Office locations
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