ESTUARY CAPITAL MANAGEMENT LP

308 Walker Avenue South
Wayzata, Minnesota 55391
Tel: 612-895-5515

About ESTUARY CAPITAL MANAGEMENT LP

ESTUARY CAPITAL MANAGEMENT LP, formally registered with the SEC as ESTUARY CAPITAL MANAGEMENT LP. The firm was established in 12/15/2022. They have over 1 offices throughout the country.

ESTUARY CAPITAL MANAGEMENT LP is a Wayzata, Minnesota based Financial Planning firm with nearly $418,171,616 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323379
SEC#	801-127043
Assets Managed by Firm	$418,171,616
No. of Clients	3
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$418,171,616

More Retirement Planning firms in Wayzata, Minnesota:

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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