# Tegesta Capital, LLC

> Tegesta Capital, LLC is a state-registered investment advisory firm in Jupiter, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 156086
- Filed as: TEGESTA CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156086
- AdvisorCensus page: https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086

## Quick answers

**How is Tegesta Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tegesta Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Tegesta Capital, LLC located?**
Tegesta Capital, LLC's principal office is in Jupiter, FL, according to its Form ADV.

**Is Tegesta Capital, LLC registered with the SEC or a state?**
Tegesta Capital, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 156086.

**How much does Tegesta Capital, LLC manage?**
Tegesta Capital, LLC reports $111,055,395 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Tegesta Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Tegesta Capital, LLC: Regulatory assets under management: $109,717,067 in the October 2021 data and $111,055,395 in the October 2026 data, up 1%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tegesta Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (11).

**Does Tegesta Capital, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156086

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $111,055,395
- Discretionary: $111,012,185
- Non-discretionary: $43,210

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,743,569 |
| High net worth individuals | 50 | $109,311,826 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156086

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,717,067 | 1 | March 29, 2021 |
| October 2022 | $76,268,266 | 1 | June 23, 2022 |
| October 2026 | $111,055,395 | 1 | March 19, 2026 |

Regulatory assets under management: $109,717,067 in the October 2021 data and $111,055,395 in the October 2026 data, up 1%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tegesta Capital, LLC (CRD 156086): Form ADV filing data as of October 2026.