Tegesta Capital, LLC

RIAState 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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Recent M&A activity

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Recent filings

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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