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SEQUENTIS CAPITAL LLC

BOSTON, MA · CRD 298533 · IAPD ↗ · sequentis-capital.com · (617) 419-7133

$101.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — SEQUENTIS CAPITAL LLC (BOSTON, MA) is newly SEC-registered with $101.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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