ESTANCIA CAPITAL MANAGEMENT, LLC
CRD #166478 SEC #801-77521 SCOTTSDALE, AZ 480-448-5001
SEC Registered Private Funds
Total AUM
$611.9M
Discretionary
$611.9M
Employees
15
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $611.9M | $611.9M | $0 | 15 | 0 |
| Mar 2025 | $611.9M | $611.9M | $0 | 15 | 0 |
| May 2024 | $610.6M | $610.6M | $0 | 13 | 4 |
| Mar 2024 | $610.6M | $610.6M | $0 | 13 | 4 |
| Mar 2023 | $567.1M | $567.1M | $0 | 12 | 2 |
| Mar 2022 | $515.6M | $515.6M | $0 | 10 | 2 |
| Mar 2021 | $448.5M | $448.5M | $0 | 8 | 2 |
| Apr 2020 | $321M | $321M | $0 | 8 | 2 |
| Mar 2020 | $320.2M | $320.2M | $0 | 8 | 2 |
| Jul 2019 | $239.9M | $239.9M | $0 | 8 | 2 |
| Mar 2019 | $239.9M | $239.9M | $0 | 8 | 2 |
| Sep 2018 | $209M | $209M | $0 | 8 | 2 |
| Apr 2018 | $244.5M | $244.5M | $0 | 7 | 1 |
| Mar 2018 | $244.5M | $244.5M | $0 | 7 | 1 |
| Jul 2017 | $209.5M | $209.5M | $0 | 6 | 1 |
| Mar 2017 | $209.5M | $209.5M | $0 | 6 | 1 |
| Apr 2016 | $181.8M | $181.8M | $0 | 6 | 1 |
| Mar 2016 | $181.8M | $181.8M | $0 | 7 | 1 |
| May 2015 | $181.9M | $181.9M | $0 | 6 | 1 |
| Mar 2015 | $181.9M | $181.9M | $0 | 6 | 1 |
| Jan 2015 | $139.4M | $139.4M | $0 | 6 | 1 |
| Mar 2014 | $139.4M | $139.4M | $0 | 5 | 1 |
| Dec 2012 | $135.7M | $135.7M | $0 | 3 | 1 |
DateAug 2025
Total AUM$611.9M
Discretionary$611.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$611.9M
Discretionary$611.9M
Non-Disc.$0
Employees15
Clients0
DateMay 2024
Total AUM$610.6M
Discretionary$610.6M
Non-Disc.$0
Employees13
Clients4
DateMar 2024
Total AUM$610.6M
Discretionary$610.6M
Non-Disc.$0
Employees13
Clients4
DateMar 2023
Total AUM$567.1M
Discretionary$567.1M
Non-Disc.$0
Employees12
Clients2
DateMar 2022
Total AUM$515.6M
Discretionary$515.6M
Non-Disc.$0
Employees10
Clients2
DateMar 2021
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees8
Clients2
DateApr 2020
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees8
Clients2
DateMar 2020
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees8
Clients2
DateJul 2019
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees8
Clients2
DateMar 2019
Total AUM$239.9M
Discretionary$239.9M
Non-Disc.$0
Employees8
Clients2
DateSep 2018
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees8
Clients2
DateApr 2018
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2018
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients1
DateJul 2017
Total AUM$209.5M
Discretionary$209.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$209.5M
Discretionary$209.5M
Non-Disc.$0
Employees6
Clients1
DateApr 2016
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients1
DateMay 2015
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2015
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees6
Clients1
DateJan 2015
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2014
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees5
Clients1
DateDec 2012
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees3
Clients1