Sestante Family Office
Firm details
- Headquarters
- Coronado, California
- CRD number
- 335152
- Registered since
- April 28, 2025
- Website
- sestante.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.1%
- Individuals1.13%
- Corporations / Businesses0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sestante Family Office is an independent RIA organized as a limited liability company that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm is SEC-registered (2025), charges either a percentage of assets under management or fixed fees, and lists advisory activities that include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm operates under a family-office model and explicitly serves family and individual clients while also allocating to third‑party managers. Sestante reports it does not pursue active ESG investing and is not set up as a multi-state adviser or pension consultant. The firm’s ownership is recorded as a mix of domestic entity and individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- State & Local Bonds21%
- Public Funds/Mutual Funds15%
- Private Funds14%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Joel Hergenreter
Chief Compliance OfficerCRD 7390971
Contacts
2 of 2
Daniel White
t Co-Founder & Managing PartnerCRD 2950937

Benjamin White
Co-Founder and Managing PartnerCRD 6487515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coronado, CA
San Diego
Location
Coronado, CA
Headquartered in Coronado, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 1330 Orange Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Orion Capital Management LLC
RIACoronado, CA
Andrews Capital Management Inc
RIACoronado, CA
Hayes Hart Cpa's Wealth Management, Inc
RIACoronado, CA
Carmel Capital Partners, LLC
RIASan Diego, CA
BGV Vc Management LLC
RIAMenlo Park, CA
Lightspeed Faction
RIAPalo Alto, CA