Managing Director · Estancia Capital Management, LLC
Takashi B. Moriuchi
CRD 2813291 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Estancia Capital Management, LLC, an SEC-registered private fund adviser based in Scottsdale, AZ with $908 million in regulatory assets, lists Takashi B. Moriuchi on its Form ADV as Managing Director, a control person. The SEC filings also name Takashi at 1 other registered adviser.
Firms and roles
- Estancia Capital Management, LLCManaging DirectorPrivate fund adviser · Scottsdale, AZ · $908M in regulatory assets
- Soltis Investment Advisors, LLCDirectorWealth manager · St. George, UT · $12B in regulatory assets
AtlasMembers
Takashi’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 each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (15)
- Danny A. KangManaging 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
- Kerri-Ann M. JeffriesCo-Owner, Estancia Capital Management, LLC
- Hal G. AndersonDirector, Soltis Investment Advisors, LLC
10 more people named with Takashi on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Takashi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.