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| Estancia Capital Management LLC
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|---|---|
| CRD # | 166478 |
| SEC # | 801-77521 |
| CIK # | |
| AUM | 908.0 M (2026-06-11) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 480-448-5001 |
| Address | 20865 N 90th Place Scottsdale, AZ 85255 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | ECP R&T Investment LP | [2025-08-07] | 243.5 M | |
| Filed 2025-03-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Estancia Capital Partners Fund III-A LP | [2024-03-29] | 180.3 M | 9.2 M |
| Filed 2025-02-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Estancia Capital Partners Fund III LP | [2024-03-29] | 180.3 M | 204.7 M |
| Filed 2025-02-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Estancia Capital Partners Fund II-A LP | [2018-09-18] | 74.6 M | |
| Offered $300,000,000 · Filed 2019-06-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $225,400,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Estancia Capital Partners Fund II LP | [2018-09-18] | 112.1 M | 164.4 M |
| Offered $300,000,000 · Filed 2020-09-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $187,891,800 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Estancia Capital Partners LP | 2012-12-21 | 67.5 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 908.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 908.0 |
| By Discretionary | ||
| Discretionary | 6 | 908.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 908.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 898.0 | |
| Total | 6 | 908.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Mendez | Executive Officer | 10 | 2 | |
| Takashi Moriuchi | Executive Officer | 9 | 2 | |
| Danny Kang | Executive Officer | 8 | 2 | |
| Darrin Jeffries | Executive Officer | 5 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Fund Types | Private Equity |
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