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Tequesta Capital Advisors Limited Partnership (Westport)


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.

Tequesta Capital Advisors Limited Partnership: assets under management

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 firm manages $149 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149 each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 25 indirect owners.

Name Entity Date acquired Ownership Employer ID
Cititrust International Trustee 1 Nov 2000 Other foreign
Ijr 2000 Trust Member 1 Aug 2002 75% - 100% 01-6180659
Yoshiyuki Nobumoto Manager 1 Aug 2004 Other 2613967
Ronald Ernest Buesinger Member 1 Aug 2004 75% - 100% 1692850
Gilfelix Ong Cua Member 1 Aug 2004 75% - 100% 2380833
Yoshiyuki Nobumoto Manager 1 Sep 2004 Other 2613967
Ivan Jon Ross Member 1 Sep 2004 75% - 100% 1837899
Llc Isabella Holdings Managing member 1 Oct 2004 25% - 50% 41-2153327
Llc Hope Holdings Member 1 Oct 2004 25% - 50% 41-2153329
Llc Tomo Holdings Member 1 Oct 2004 25% - 50% 41-2153325
Llc Sunjian Holdings Member 1 Oct 2004 25% - 50% 41-2153324
Llc Sunjian Member 1 Oct 2004 25% - 50% 41-2153324
Cititrust International Trustee 1 Dec 2004 Other foreign
Llc Gmt Managers Manager 1 Feb 2005 Other foreign
2004 Buesinger Trust Member 1 Feb 2005 75% - 100% 98-6056826
Llc Gmt Managers Manager 1 Apr 2005 Other foreign
Orion Corporate & Trust Services Ltd. Trustee 1 Jan 2006 Other foreign
2006 Cua Trust Member 1 Jan 2006 75% - 100% 98-6058321
Llc Sentinel Management Manager 1 Apr 2006 Other foreign
Llc Sentinal Management Manager 1 Apr 2006 Other foreign
Orion Corporate & Trust Services Ltd Trustee 1 Jun 2006 Other foreign
Llc Sentinal Management Manager 1 Oct 2006 Other foreign
Nobumoto 2006 Tenancy By Entireties Trust Member 1 Oct 2006 75% - 100% 98-6059191
Orion Corporate & Trust Services Ltd. Trustee 1 Oct 2006 Other foreign
2006 Cua Trust Member 1 Feb 2007 75% - 100% 98-6058321

Based in Westport

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.


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