Estancia Capital Management, Llc
- Regulatory AUM
- $908M
- Discretionary
- $908M
- Clients
- 6
- Avg AUM / client
- $151M
- Accounts
- 6
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $908M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $447M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Estancia Capital Partners Fund Ii, Lp | Private Equity Fund | Delaware | $276M | 65 |
| Estancia Capital Partners, Lp | Private Equity Fund | Delaware | $121M | 48 |
| Estancia Capital Partners Fund Iii, Lp | Private Equity Fund | Delaware | $46.9M | 32 |
| Estancia Capital Partners Fund Iii A, Lp | Private Equity Fund | Delaware | $3.1M | 3 |
| Estancia Capital Partners Fund Ii A, Lp | Private Equity Fund | Delaware | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund Board Of Trustees, So Ca Ufcw Unions & Food Employers | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mendez, Cheryl, Lynn | Trustee | Dec 1992 (34y) | GP / trustee / elected manager of Mendez Family Trust U/T/A (indirect) | |
| Mendez, Michael, Casares | Trustee | Dec 1992 (34y) | Less than 5% | |
| Kang, Danny, Allan | Sole Owner | Jan 2012 (15y) | 75% or more of Dak Equity (indirect) | |
| Moriuchi, Mey Yen, Marie | Co Owner | Jan 2012 (15y) | ≈ 5% – 18.75% via Orchard Hill, Llc | |
| Moriuchi, Takashi, Bayard | Co Owner | Jan 2012 (15y) | ≈ 5% – 18.75% via Orchard Hill, Llc | |
| Jeffries, Darrin, Charles | Chief Compliance Officer, Chief Operating Officer, General Counsel, Managing Director, Member | Jan 2018 (9y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Revolutionaries, Llc | Member | Jan 2012 | A | 50% – 75% |
| Dak Equity, Llc | Member | Jan 2012 | A | 10% – 25% |
| Orchard Hill, Llc | Member | Jan 2012 | A | 10% – 25% |
| Mendez Family Trust U/T/A | Owner | Dec 2011 | B | ≈ 37.5% – 75% via Revolutionaries, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Moriuchi, Mey Yen, Marie: 50% – 75% of Orchard Hill, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Moriuchi, Takashi, Bayard: 50% – 75% of Orchard Hill, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Mendez Family Trust U/T/A: 75% – 100% of Revolutionaries, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $447M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Estancia Capital Partners Fund Ii, Lp | Private Equity Fund | $276M | $1.0M | 65 |
| Estancia Capital Partners, Lp | Private Equity Fund | $121M | $1.0M | 48 |
| Estancia Capital Partners Fund Iii, Lp | Private Equity Fund | $46.9M | $1.0M | 32 |
| Estancia Capital Partners Fund Iii A, Lp | Private Equity Fund | $3.1M | $1.0M | 3 |
| Estancia Capital Partners Fund Ii A, Lp | Private Equity Fund | $0 | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern California Ufcw Unions And Food Employers Joint Pension Trust Fund | Board Of Trustees, So Ca Ufcw Unions & Food Employers | 55,507 | $6.5B | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 2.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗