Tegesta Capital, LLC

RIASEC RegisteredEst. 2021
Total AUM
$111M
Discretionary
$111M
100% of AUM
Avg account
$1.8M
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
Jupiter, Florida
CRD number
156086
Registered since
April 16, 2021
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.43%
  • Individuals1.57%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tegesta Capital, LLC is an independent, SEC-registered registered investment adviser that provides fee-based portfolio management primarily to individuals and families, with services extending to small businesses. Founded as an LLC and registered in 2021, the firm is owned by an individual and operates on a percentage-of-assets fee model. Its stated advisory activity centers on discretionary portfolio management rather than pension consulting or multi-state advisory programs. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, US Government Bonds 18%, Investment Grade Corp Bonds 4%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, Derivatives 2%68%
  • Exchange Traded Equities68%
  • US Government Bonds18%
  • Investment Grade Corp Bonds4%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%

Contacts

1 of 1

  • Robert Chapman

    MemberCRD 4118965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
110 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth