Tegesta Capital, LLC
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
FINTRXOverview
Tegesta Capital, LLC is an independent, Florida-registered investment adviser organized as an LLC and owned by an individual principal. The firm provides fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Its stated investment stance favors equities over other asset classes, and it does not identify as an ESG-focused manager. Tegesta does not function as a capital allocator or pension consultant and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities68%
- US Government Bonds18%
- Investment Grade Corp Bonds4%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Contacts
1 of 1Robert Chapman
MemberCRD 4118965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Renew Family Wealth
RIAJupiter, FL
URS Advisory
RIAJupiter, FL
Blackridge Asset Management, LLC
RIAJupiter, FL
Daniels D'Amelio Investment Management Group, LLC
RIAJupiter, FL
Aft, Forsyth and Company, Inc.
RIAJupiter, FL
One + One Wealth Management, LLC
RIAJupiter, FL