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Co-Owner · Estancia Capital Management, LLC

Kerri-Ann M. Jeffries

CRD 8065401 · Named on Form ADV at one SEC-registered adviser

At a glance

Estancia Capital Management, LLC, an SEC-registered private fund adviser based in Scottsdale, AZ with $908 million in regulatory assets, lists Kerri-Ann M. Jeffries on its Form ADV as Co-Owner.

Firms and roles

AtlasMembers

Kerri-Ann’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Danny A. KangManaging Director, Estancia Capital Management, LLC
  • Takashi B. MoriuchiManaging Director, Estancia Capital Management, LLC
  • Michael C. MendezManaging Director, Estancia Capital Management, LLC
  • Darrin C. JeffriesChief Compliance Officer, Chief Operating Officer, General Counsel, Managing Director, Member, Estancia Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kerri-Ann’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.