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ESTANCIA CAPITAL MANAGEMENT, LLC

CRD 166478 · SEC 801-77521

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20865 N 90TH PLACE, SUITE 200, SCOTTSDALE, AZ, 85255, United States

Phone

480-448-5001

Fax

480-998-7103

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$908.0M

Discretionary AUM

$908.0M

Team

15 total employees; 11 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$908.0M

States served

AZ, PA

All web addresses on file

Official SEC filing: View on IAPD