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SEQUENTIS CAPITAL LLC
CRD 298533 · SEC 801-135792
ONE BOSTON PLACE, 201 WASHINGTON ST 26TH FLOOR, BOSTON, MA, 02108, United States
Phone
(617) 419-7133
Fax
(800) 515-2157
Registration
— (—)
Source
State registered
Total AUM
$101.5M
Discretionary AUM
$101.5M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $20.0M |
| High net worth individuals | 33 | $81.5M |
All web addresses on file
Official SEC filing: View on IAPD