Tequesta Capital Advisors Limited Partnership is an adviser based in Westport. It manages $149 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut and Florida.
Tequesta Capital Advisors Limited Partnership provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tequesta Capital Advisors Limited Partnership is $149, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tequesta Capital Advisors Limited Partnership for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tequesta Capital Advisors Limited Partnership performs its advisory services is located at 55 Post Road W., Westport, CT 06880 4235, which is also the mailing address of the firm. An additional office of the firm is in Jupiter, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (203) 221-5360 or by fax (203) 221-5379. The normal business hours are 8:30 to 5:00 on Monday - Friday.