SENESCHAL FAMILY OFFICE
SENESCHAL ADVISORS, LLC Legal Name
Adviser information for SENESCHAL FAMILY OFFICE last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 637 | $244.6M |
| Non-Discretionary | 0 | $0 |
| Total | 637 | $244.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 140 | $64.2M |
| HNW Individuals | 70 | $180.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-100396 |
|---|---|
| SEC ERA File Number | 801-100396 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 131618 |
| Legal Entity Identifier | None |
Principal Office
2323 N. 30TH STREETSUITE 200
TACOMA
WA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: (253) 460-3430, Fax: (253) 565-0464
Chief Compliance Officer
TANIA KAARVAND
DIRECTOR OF OPERATIONS & CCO
2323 N. 30TH STREET
SUITE 200
TACOMA
WA
United States
Tel:
(253) 460-3430
Fax:
(253) 565-0464
T****@************************M
(Full email address available in API data)
Regulatory Contact
JEFFREY M. LANG
MANAGING PRINCIPAL
2323 N. 30TH STREET
SUITE 200
TACOMA
WA
United States
Tel:
(253) 460-3430
Fax:
(253) 565-0464
J***@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DUNCAN, JON, MICHAEL | Individual | – | MEMBER | 05/2004 | < 5% |
| LANG, JEFFREY, MITCHELL | Individual | – | MANAGING MEMBER & PRINCIPAL | 04/2013 | > 75% |
| KAARVAND, TANIA, PATRICIA | Individual | – | DIRECTOR OF OPERATIONS & CCO | 03/2020 | < 5% |
| Duecker, Candace, Elayne | Individual | – | MEMBER & PRINCIPAL | 04/2020 | 10-25% |