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Building 2SEQUENTIS CAPITAL LLC

Map pinBOSTON, MA
Phone917-628-3388
NotebookSEC #801-114148
Total AUM
$20.7M
Employees
2
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 INTERNATIONAL PL
SUITE 1400
BOSTON
MA 02110
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
917-628-3388

ReceiptFinancials

Total AUM
$20.7M
Accounts
32
Discretionary
$20.7M
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$2.4M
HNW Individual Clients
1
AUM
$16.6M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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