Sestante Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coronado, CA. Its latest Form ADV filing, dated April 22, 2026, reports $434M in regulatory assets under management, 4 employees, and 16 accounts.
Assets Under Management
$434M
Employees
4
Offices
--
Total Clients
16
Primary office
CORONADO, CA
1330 ORANGE AVENUE, SUITE 250, CORONADO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
9
2
Individuals
31.3%
5
3
Corporations
12.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$434Mas of April 22, 2026
Discretionary100.0%
$434M
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$434M
Total Accounts16
10Y AUM Change+$434M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* 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.