Adviser Profile
| As of Date | 05/21/2019 |
| Registration status | Registration Changed to SEQUENTIS CAPITAL LLC |
| ADV Location | BOSTON, MA, United States |
| AUM* | 20,675,000 |
| of that, discretionary | 20,675,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 646,094 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
21M
18M
15M
12M
9M
6M
3M
2018
2019
Private Funds
No private funds