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TEGESTA CAPITAL, LLC
JUPITER, FL
561-510-0505
SEC #801-120830Total AUM
$76.3M
Employees
1Clients
37Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
110 FRONT ST.
SUITE 300
JUPITER
FL 33477
United States
SUITE 300
JUPITER
FL 33477
United States
Operating Hours
UPON REQUEST
UPON REQUEST
UPON REQUEST
Phone
561-510-0505
Financials
Total AUM
$76.3M
Accounts
62Discretionary
$76.3M
Accounts
62Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
10AUM
$3M
HNW Individual Clients
18AUM
$54.9M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
1AUM
$16.6M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$1.8M
Services
Services Offered
Individual Portfolio ManagementOther Services
Other Services
SUB-ADVISOR TO A POOLED INVESTMENT VEHICLE
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FL
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.