Advisor at Tegeta Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tegeta Capital, LLC
Location
Jupiter, FL 33477
Credentials
CFA®, Series 63, Series 65, Series 66
Industry experience
24 years
Robert Chapman is a CFA® charterholder and holds Series 63, 65, and 66 licenses with 24 years of industry experience. He has been managing portfolios at Tegeta Capital, LLC since 2010 and has concurrent roles at Quadstar Capital Advisors, Inc. and Aegis Capital Corp. His work is based in Jupiter, Florida. Tegeta Capital provides discretionary investment supervisory and portfolio management services primarily to individual and high-net-worth clients, as well as corporate clients, trusts, pension plans, and pooled vehicles. The firm employs a “go-anywhere” equity approach combined with a risk-aware fixed-income process and offers both direct portfolio management and sub-advisory services.
Based on Tegeta Capital, LLC
$0 - $1,000,000: 2.0% annually $1,000,000+: 1.50% annually
As sub-advisor to private funds, may earn 10% incentive fee on profits; does not accept performance-based fees for separately managed accounts
Account minimum: $250,000 (minimum family of accounts value, may be waived)
110 Front St., Suite 300
Jupiter, FL 33477
Florida
Tegeta Capital, LLC
2010 - Present (16 years)
Quadstar Capital Advisors, Inc.
2010 - Present (16 years)
Aegis Capital Corp.
2010 - Present (16 years)
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