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Building 2SEQUENTIS CAPITAL LLC

Map pinBOSTON, MA
Phone(617) 419-7133
NotebookSEC #801-135792
Total AUM
$101.5M
Employees
4
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BOSTON PLACE
201 WASHINGTON ST 26TH FLOOR
BOSTON
MA 02108
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(617) 419-7133

ReceiptFinancials

Total AUM
$101.5M
Accounts
226
Discretionary
$101.5M
Accounts
226
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$20M
HNW Individual Clients
33
AUM
$81.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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