The ESTANCIA CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $28.2Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. ESTANCIA CAPITAL MANAGEMENT, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 135.21% over the last 5-years.
The Group has been registered with the SEC for 15.87 years and is comprised of 4 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 20 NORTH MAIN ST SUITE 400, ST. GEORGE, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 207 employees comprised of 93 investment and 114 non-investment staff. The total number of Employees increased by 73.95% over the last 5-years.
Their $28.2Bn in assets advised are owned by 6 private funds, 21 public funds and BDCs and 812 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $8.45Bn or 29.97% of Total Assets and High Net Worth Individuals own $6.48Bn or 22.97% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Traditional LBO, representing 40.35%, 35.9% and 12.24% of total assets, respectively.
They advise 9 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 4 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ESTANCIA CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.