Sequentis Capital LLC: new SEC registration, $102M AUM, Boston, MA
Sequentis Capital LLC (Boston, Massachusetts): new SEC registration, $102M AUM, Boston, MA. Its amount of 102 is below the median of 134 (13th percentile). Dated 210 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 102 · 13th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sequentis Capital LLC |
| Legal name | Sequentis Capital LLC |
| CRD | 298533 |
| Status | Approved |
| Registered with the SEC | 2026-04-08 |
| Latest Form ADV filing | 2026-05-15 |
| Location | Boston, MA, United States |
| Regulatory AUM | $101,535,976 |
| Accounts | 226 |
| Employees | 4 |
| Website | http://sequentis-capital.com/ |
| amount percentile | 13th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Brookwood Advisors, LLC · Pearson Financial Services · Arborstone Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Sequentis Capital LLC and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Sequentis Capital LLC's amount: 13th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Sequentis Capital LLC in Boston, Massachusetts?
Sequentis Capital LLC received SEC registration as an investment adviser (2026-04-08) with $101,535,976 in regulatory assets under management, based in Boston, MA.
How does Sequentis Capital LLC compare to other Massachusetts NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is 210 days old; check the official source for later updates before acting.
Sequentis Capital LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sequentis Capital LLC | Boston, MA | 102 | 13th | 2026-04-08 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.