{
  "crd_number": 298533,
  "slug": "sequentis-capital-llc-boston-ma-298533",
  "primary_business_name": "SEQUENTIS CAPITAL LLC",
  "legal_name": "SEQUENTIS CAPITAL LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-08",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-15",
  "carried_forward": false,
  "raum_total": 101535976.0,
  "raum_discretionary": 101535976.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20018686.0,
      "count": 57
    },
    "high_net_worth_individuals": {
      "raum": 81517290.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://instagram.com/sequentis_capital?igsh=MWJqMmt6djk4OXlvaQ%3D%3D",
    "https://linkedin.com/company/40907254",
    "https://sequentis-capital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298533",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533",
  "display_name": "Sequentis Capital LLC",
  "summary": "Sequentis Capital LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.",
  "citation": "AdvisorCensus. Sequentis Capital LLC (CRD 298533): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Sequentis Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sequentis Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Sequentis Capital LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 15, 2026 states: Asset-based fee: 0.58% to 1.5% a year (a range, as the brochure states it); Hourly rate: $100 to $300 an hour (Financial Planning Services); Flat fee: $300 to $25,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sequentis Capital LLC located?",
      "a": "Sequentis Capital LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Sequentis Capital LLC registered with the SEC or a state?",
      "a": "Sequentis Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298533."
    },
    {
      "q": "How much does Sequentis Capital LLC manage?",
      "a": "Sequentis Capital LLC reports $101,535,976 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Sequentis Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (33)."
    },
    {
      "q": "Which custodians does Sequentis Capital LLC use?",
      "a": "Sequentis Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sequentis Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298533"
    },
    {
      "q": "Does Sequentis Capital LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 15, 2026 says: \"Generally, the minimum dollar account value required to open an account for clients of Sequentis is $1,000,000. Sequentis reserves the right to reduce this minimum on a case-by-case basis.\""
    },
    {
      "q": "What changed in Sequentis Capital LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.58% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $300 an hour (Financial Planning Services)",
      "Flat fee: $300 to $25,000 (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.58% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.58% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "Generally, the minimum dollar account value required to open an account for clients of Sequentis is $1,000,000. Sequentis reserves the right to reduce this minimum on a case-by-case basis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Hourly engagements range from $100 to $300. Fixed fees range from $300 to $25,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $300 to $25,000 (Financial Planning Services)"
        ],
        "quotes": [
          "Hourly engagements range from $100 to $300. Fixed fees range from $300 to $25,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.58,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "Financial Planning Services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 300.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "Investment advisory fees range from 0.58% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.",
      "Generally, the minimum dollar account value required to open an account for clients of Sequentis is $1,000,000. Sequentis reserves the right to reduce this minimum on a case-by-case basis.",
      "Hourly engagements range from $100 to $300. Fixed fees range from $300 to $25,000.",
      "Hourly engagements range from $100 to $300. Fixed fees range from $300 to $25,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 20018686.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 81517290.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298533",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}