Institutional
    SEC Registered

    Estancia Capital Management, LLC

    Registered investment advisor · Scottsdale, Arizona · CRD #166478

    Assets Under Management
    $908M
    Client Accounts
    6
    Employees
    15
    CRD Number
    166478
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Estancia Capital Management, LLC

    Estancia Capital Management, LLC is a private equity firm specializing in small to lower middle market investments, particularly in financial services and asset management. Founded in 2011, it focuses on management buyouts and growth initiatives. The firm employs 11-50 people.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Estancia Capital Management, LLC

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    Frequently Asked Questions

    What is Estancia Capital Management, LLC's AUM?

    Estancia Capital Management, LLC reports approximately $908M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Estancia Capital Management, LLC headquartered?

    Estancia Capital Management, LLC is headquartered in Scottsdale, Arizona.

    What is Estancia Capital Management, LLC's CRD number?

    Estancia Capital Management, LLC's CRD number is 166478. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Estancia Capital Management, LLC manage?

    Estancia Capital Management, LLC manages approximately 6 client accounts according to its latest SEC filing.

    Is Estancia Capital Management, LLC SEC registered?

    Yes, Estancia Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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