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$111.1M Total AUM
$111.0M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2011
- Office Locations
- 1
Office Locations
110 Front St. Suite 300 Jupiter FL
About Tegesta Capital, LLC
Tegesta Capital, LLC is a Jupiter-based RIA. The firm has been operating for 15 years. Managing $111.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$111.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT S CHAPMAN
Chief Compliance Officer
- CRD
- #4118965
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,012,185 | $1,230,133 |
| Non-Discretionary | $43,210 | -- |
| Total | $111,055,395 | $1,230,133 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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