$101.5M Total AUM
$101.5M Disc. AUM
-- 3Y CAGR
4 Employees
90 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2019
- Office Locations
- 2
Office Locations
I International PL Suite 1400 Boston MA
ONE Boston Place 201 Washington ST 26th Floor Boston MA
About Sequentis Capital LLC
Sequentis Capital LLC is a Boston-based RIA with 2 offices. The firm has been operating for 7 years. Managing $101.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
52 AVG AGE
$33.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RYAN T NAGLE
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5790873
- Ownership
- 75% or more
Available
Available
Available
PATRICK RONALD DAVIS
Managing Director
- CRD
- #725504
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
C
CHARLES KINGSTON BUTLER III
Owner
- CRD
- #2761367
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,535,976 | $449,274 |
| Non-Discretionary | $0 | -- |
| Total | $101,535,976 | $449,274 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing