SESTANTE FAMILY OFFICE

Overview

Sestante Family Office is an independent, SEC‑registered investment adviser organized as an LLC. The firm positions itself as a capital allocator serving both individual and family clients as well as select institutional relationships. Fee arrangements include percentage‑of‑AUM billing alongside fixed fees. Its advisory remit emphasizes financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers, signaling a mix of discretionary portfolio oversight and manager‑selection activity. The firm identifies with a family‑office orientation and explicitly serves family and individual clients while also working with institutional accounts. Sestante does not describe itself as an active ESG investor and operates without a multi‑state adviser designation or pension‑consulting focus.

Assets & Accounts

Public Holdings

Investments & Alternatives