Estancia Capital Management, LLC

Fee-Only (% of Portfolio)

Estancia Capital Management manages investments for private investment partnerships (the Funds), focusing on equity investments in businesses that manage assets or provide asset management-related services. Estancia's investment advice is generally limited to these types of investments. The firm manages the Funds' assets, directs investment strategies, and provides reports to investors. Individual investors cannot directly influence Fund investments.

Assets Under Management$610M
Clients6
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Estancia Capital Management does not directly manage investments for individual investors. The firm manages private investment partnerships, and investors in these funds are not able to direct investments.

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Estancia Capital Management, LLC | TrueAdvisor