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Managing Director · Sequentis Capital LLC

Patrick R. Davis

CRD 725504 · Named on Form ADV at one SEC-registered adviser

At a glance

Sequentis Capital LLC, an SEC-registered wealth manager based in Boston, MA with $102 million in regulatory assets, lists Patrick R. Davis on its Form ADV as Managing Director.

Firms and roles

AtlasMembers

Patrick’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

  • Ryan T NagleManaging Member and Chief Compliance Officer, Sequentis Capital LLC

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