Estancia is a private equity firm focused on small to lower middle market investments in Institutional Quality Asset Management, Wealth Management and related Business Services companies. The Principals – Messrs. Mendez, Moriuchi, Kang, Jeffries and Kurttila – have a history of partnering with management and investment teams in providing equity, growth and working capital to facilitate strategic and opportunistic development of portfolio companies, including management buy-outs from larger financial firms, private ownership/succession transitions, growth initiatives and investment team lift-outs. Estancia is currently investing its first institutional fund, Estancia Capital Partners, L.P., on behalf of a diversified base of over 40 Limited Partners.
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