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SEGRA CAPITAL MANAGEMENT, LLC

PALM BEACH, FL · CRD 167306 · IAPD ↗ · 561-890-9127

$820.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — SEGRA CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($532.6M -> $820.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — SEGRA CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($449.9M -> $532.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
July 2024 — SEGRA CAPITAL MANAGEMENT, LLC moved its main office from WEST PALM BEACH, FL to PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
57
April 2024 — SEGRA CAPITAL MANAGEMENT, LLC reported RAUM up 70% ($264.5M -> $449.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.