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Sequentis Capital LLC

EST. AUM
$101,535,976

CONTACTS

CLIENT ACCOUNTS
226

Firm Details

Metro area Boston
CRD Number 298533
Website sequentis-capital.com
Client types

Overview

Sequentis Capital LLC is a Boston-based registered investment adviser and wealth management firm serving families, endowments, high-net-worth individuals, trusts, foundations, and related client structures. The firm provides investment advisory services, financial planning, retirement-plan advisory services, and family-office-style wealth management support. Its investment approach emphasizes income growth, long-term wealth growth, downside-volatility mitigation, and balanced portfolios using high-quality equities and fixed income products. Sequentis describes its fiduciary role as acting in clients’ best interests, disclosing conflicts, and seeking favorable pricing and terms. The firm also supports philanthropy and planned giving, tax, trust, and estate-related planning as part of its broader wealth strategy offering.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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