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Sequent Asset Management

EST. AUM
$1,055,825,621

CONTACTS
2

CLIENT ACCOUNTS
335

Firm Details

Metro area Houston
CRD Number 148194
Website sequentasset.com
Client types

Overview

Dont allocate to outside managers Sequent is an $800m Multi-Family Office in Houston. It's assets are split fairly evenly between discretionary and non-discretionary. Their speciality is managing or advising on the liquid assets of high net worth individuals/families. Sequent mainly screens for mutual funds with quantitative research processes and trending ETFs. Tim Hartzell is CIO and your main research contact.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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