Firm profile

ESTUARY CAPITAL MANAGEMENT LP

WAYZATA, MNCRD 323379Latest ADV March 24, 2026

Estuary Capital Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Wayzata, MN. Its latest Form ADV filing, dated March 24, 2026, reports $854M in regulatory assets under management, 13 employees, and 3 accounts.

Assets Under Management
$854M
Employees
13
Offices
--
Total Clients
<5
Primary office
WAYZATA, MN
308 WALKER AVENUE SOUTH, WAYZATA, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJeffrey A. Annecchino
CFOMargaret Q. Mangelsen
COOJeffrey A. Annecchino

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$854Mas of March 24, 2026
Discretionary100.0%
$854M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$854M
Total Accounts3
10Y AUM Change+$854M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee0:1
10Y Employee Change-2 (-13.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.