Tegesta Capital, LLC

Tegesta Capital, LLC, established in December 2010 and registered in 2011, offers investment advisory services to individual clients and sub-advisory services to various entities. The firm, managed by Robert Chapman, manages discretionary assets totaling $76,268,266 as of March 31, 2022. Clients with accounts under $1,000,000 are charged a 2.0% annual fee, while those with accounts over $1,000,000 are charged 1.50%, with negotiable fees noted in the Investment Advisory Contract. Tegesta does not accept performance-based fees from separately managed account clients. The firm provides investment supervisory services, including a 'go-anywhere' equity approach and fixed income analysis focusing on superior risk-return fundamentals. Clients include high net worth individuals, corporations, trusts, and pension plans, with a minimum family account value of $250,000. Tegesta has a fiduciary duty and does not compensate for client referrals. Robert Chapman, the sole advisory representative, has a CFA designation and a clean disciplinary record. The firm uses Schwab Institutional, Fidelity, or Interactive Brokers as custodians and does not receive client referrals from broker-dealers. Clients have investment discretion, and the firm does not vote proxies for investment management accounts. Robert Chapman supervises all firm activities.