Siesta Key Capital, LLC (Bradenton)

Siesta Key Capital, LLC is a large advisory firm based in Bradenton. It manages $150 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.

Siesta Key Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Siesta Key Capital: assets under management

The assets under management (AUM) of Siesta Key Capital, LLC is $150 million. The firm's AUM has grown by 275% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100 million in discretionary accounts and $50 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Siesta Key Capital, LLC for their services and products based on a percentage of assets under management. 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.

Careers at Siesta Key Capital, LLC

John Joseph Sauickie has been acting as President since 1 Apr 2004. Whitewater Place Llc joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Sauickie	Director	1 Apr 2004	Other	1461364

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Brunswick Growth Ventures	Shareholder	1 Feb 2003	25% - 50%	65-1151096
Whitewater Place Llc	Shareholder	1 Nov 2006	50% - 75%	65-1151096

Based in Bradenton

The principal office where Siesta Key Capital, LLC performs its advisory services is located at 9040 Town Center Parkway, #102, Bradenton, FL 34202 The mailing address of the firm is Po Box 21346, Sarasota, FL 34276. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-894-6700 or by fax 941-827-9772. The normal business hours are 9am to 5pm on Other.