Investment adviser · CRD 156086

TEGESTA CAPITAL, LLC

Investment adviser filing (IA)

JUPITER, FL, United States · Form ADV filed Jun 23, 2022

Regulatory AUM: $76.3M
Client accounts: 62
Employees: 1
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	18	$54,862,156	71.9%
Pooled investment vehicles	1	$16,550,074	21.7%
Individuals	10	$3,045,628	4.0%
Corporations & businesses	Fewer than 5	$1,810,408	2.4%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1659947 · Jun 23, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 23, 2022. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

110 FRONT ST., SUITE 300
JUPITER, FL, 33477, United States

CRD 156086

Filing source

Form ADV 1659947 · Jun 23, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.