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| Happy Holidays!! thanks for using AUM13F!! |
| Estancia Capital Management LLC
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| CRD # | 166478 |
| SEC # | 801-77521 |
| CIK # | |
| AUM | $611.9 M (2025-03-31) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 480-448-5001 |
| Address | 20865 N 90th Place Scottsdale, AZ 85255 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Estancia Capital Partners Fund III-A LP | [2024-03-29] | 180.3 | 9.0 |
| PE | Estancia Capital Partners Fund III LP | [2024-03-29] | 180.3 | 127.5 |
| PE | Estancia Capital Partners Fund II-A LP | [2018-09-18] | 74.6 | 0.0 |
| PE | Estancia Capital Partners Fund II LP | [2018-09-18] | 112.1 | 253.2 |
| PE | Estancia Capital Partners LP | 2012-12-21 | 71.1 |
| 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 | 4 | 611.9 |
| (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 | 4 | 611.9 |
| By Discretionary | ||
| Discretionary | 4 | 611.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 611.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.9 | |
| Total | 4 | 611.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Mendez | 10 | ||
| Takashi Moriuchi | 9 | ||
| Danny Kang | 8 | ||
| Darrin Jeffries | 5 |
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