# Sequentis Capital LLC

> 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.

- CRD: 298533
- Filed as: SEQUENTIS CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298533
- AdvisorCensus page: https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533

## Quick answers

**How is Sequentis Capital LLC compensated?**
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).

**What does Sequentis Capital LLC's brochure say about its fees?**
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). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sequentis Capital LLC located?**
Sequentis Capital LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Sequentis Capital LLC registered with the SEC or a state?**
Sequentis Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298533.

**How much does Sequentis Capital LLC manage?**
Sequentis Capital LLC reports $101,535,976 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**What types of clients does Sequentis Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (33).

**Which custodians does Sequentis Capital LLC use?**
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.

**Does Sequentis Capital LLC report any disciplinary disclosures?**
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

**Does Sequentis Capital LLC state an account minimum?**
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."

**What changed in Sequentis Capital LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Asset-based fee: 0.58% to 1.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: $1,000,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $101,535,976
- Discretionary: $101,535,976
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $20,018,686 |
| High net worth individuals | 33 | $81,517,290 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sequentis-capital.com
- Instagram @sequentis_capital
- LinkedIn @40907254

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sequentis Capital LLC (CRD 298533): Form ADV filing data as of October 2026.