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Private equityFirmbuyoutlower middle market

Estancia Capital Management, LLC

Private Equity

Scottsdale, AZ

We elevate good companies to do great things with our investments in management-driven, growth-oriented, capital-light companies.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:7b639464-480e-48f9-b3ba-4c71e4a6ef0a

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 8
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
37 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Independent Sponsorsidentity

Estancia Capital Management, LLC

Capital provider to sponsors · cited, shared crd

RIA / Wealth Managementidentity

ESTANCIA CAPITAL MANAGEMENT, LLC

Registered adviser · cited, shared crd

Allocatorsidentity

Estancia Capital Management

Manager with allocator commitments · cited, shared crd

RIA / Wealth Managementowner

SOLTIS INVESTMENT ADVISORS, LLC

owned by this firm per Schedule A, named with its CRD in Item 7.A · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 5
PE funds: 5
Vintages: 2018 to 2024
PE GAV, 2024 filing: $447Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $611M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.45bn Private Equity Fund GAV on the Form ADV filed 2024-05-28
Stated sectors: financial_services
Stated control: control
Latest ADV filing: May 28, 2024
Employees (ADV): 13
Website: estanciapartners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Estancia Capital Partners Fund III, LP	2024	Unknown	Private Equity Fund	n/a	$46.9M	0
Estancia Capital Partners Fund Iii-A, LP	2024	Unknown	Private Equity Fund	n/a	$3.1M	0
Estancia Capital Partners Fund II, LP	2018	Unknown	Private Equity Fund	n/a	$276M	1
Estancia Capital Partners Fund Ii-A, LP	2018	Unknown	Private Equity Fund	n/a	$0	0
Estancia Capital Partners, LP	n/a	Harvest	Private Equity Fund	n/a	$121M	1

LP commitments

Limited partner	Fund	Commitment	Committed	Vintage
New York State Common Retirement Fund	Estancia Capital Partners, LP	$20.0M	n/a	2012
New York State Common Retirement Fund	Estancia Capital Partners Fund II, LP	$20.0M	n/a	2018

Relationships

Firm member (1)

→ LLRFirmadviser
factDFX's own graph

Employs (7)

→ Mey-Yen Marie MoriuchiPersonCo-Owner
Jan 1, 2012 to presentfactForm ADV
→ Danny Allan KangPersonManaging Director
Jan 1, 2012 to presentfactForm ADV
→ Takashi Bayard MoriuchiPersonManaging Director
Jan 1, 2012 to presentfactForm ADV
→ Michael Casares MendezPersonManaging Director
Jan 1, 2012 to presentfactForm ADV
→ Darrin Charles JeffriesPersonChief Compliance Officer, Chief Operating Officer, General Counsel, Managing Director, Member
Jan 1, 2018 to presentfactForm ADV
→ Cheryl Lynn MendezPersonTrustee
Dec 1, 1992 to presentfactForm ADV
→ Melissa Ann JacksonPersonComptroller
Jan 1, 2012 to Mar 27, 2014inferenceForm ADV

Manages (5)

→ Estancia Capital Partners, LPFundPrivate Equity Fund
Dec 21, 2012 to presentfactForm ADV
→ Estancia Capital Partners Fund II, LPFundPrivate Equity Fund
Sep 18, 2018 to presentfactForm ADV
→ Estancia Capital Partners Fund Ii-A, LPFundPrivate Equity Fund
Sep 18, 2018 to presentfactForm ADV
→ Estancia Capital Partners Fund III, LPFundPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV
→ Estancia Capital Partners Fund Iii-A, LPFundPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV

Owns (4)

← Revolutionaries, LLCFirmMember
Jan 1, 2012 to presentfactForm ADV
← DAK Equity, LLCFirmMember
Jan 1, 2012 to presentfactForm ADV
← Orchard Hill, LLCFirmMember
Jan 1, 2012 to presentfactForm ADV
← Mendez Family Trust U/t/aFirmOwner
Dec 1, 2011 to presentfactForm ADV

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 1, 2015
Person joined
Darrin Charles Jeffries joined Schedule A of Estancia Capital Management, LLC as Chief Compliance Officer, Chief Operating Officer, General Counsel
Form ADVobserved 7 days ago
Occurred
Mar 27, 2014
Person left
Melissa Ann Jackson (Comptroller) no longer on Schedule A of Estancia Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Dec 21, 2012
Adviser first adv filing
Estancia Capital Management, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 5 bookkeeping events

Occurred
Mar 29, 2024
Estancia Capital Partners Fund III, LP first reported on Form ADV by Estancia Capital Management, LLC (Private Equity Fund)
Occurred
Mar 29, 2024
Estancia Capital Partners Fund Iii-A, LP first reported on Form ADV by Estancia Capital Management, LLC (Private Equity Fund)
Occurred
Sep 18, 2018
Estancia Capital Partners Fund Ii-A, LP first reported on Form ADV by Estancia Capital Management, LLC (Private Equity Fund)
Occurred
Sep 18, 2018
Estancia Capital Partners Fund II, LP first reported on Form ADV by Estancia Capital Management, LLC (Private Equity Fund), GAV $3,266,719
Occurred
Dec 21, 2012
Estancia Capital Partners, LP first reported on Form ADV by Estancia Capital Management, LLC (Private Equity Fund), GAV $11,592,667

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Mey-Yen Marie Moriuchi (Co-Owner), Danny Allan Kang (Managing Director), Takashi Bayard Moriuchi (Managing Director), Michael Casares Mendez (Managing Director), Darrin Charles Jeffries (Chief Compliance Officer, Chief Operating Officer, General Counsel, Managing Director, Member), Cheryl Lynn Mendez (Trustee).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:7b639464-480e-48f9-b3ba-4c71e4a6ef0a
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Estancia Capital Management, LLC

Private Equity

Scottsdale, AZ

We elevate good companies to do great things with our investments in management-driven, growth-oriented, capital-light companies.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:7b639464-480e-48f9-b3ba-4c71e4a6ef0a

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Estancia Capital Partners Fund III, LP

2024

Unknown

Private Equity Fund

n/a

$46.9M

Estancia Capital Partners Fund Iii-A, LP

2024

Unknown

Private Equity Fund

n/a

$3.1M

Estancia Capital Partners Fund II, LP

2018

Unknown

Private Equity Fund

n/a

$276M

Estancia Capital Partners Fund Ii-A, LP

2018

Unknown

Private Equity Fund

n/a

Estancia Capital Partners, LP

n/a

Harvest

Private Equity Fund

n/a

$121M

Limited partner

Fund

Commitment

Committed

Vintage

New York State Common Retirement Fund

Estancia Capital Partners, LP

$20.0M

n/a

2012

New York State Common Retirement Fund

Estancia Capital Partners Fund II, LP

$20.0M

n/a

2018