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JOHN E. SESTINA AND COMPANY
John E. Sestina and Company is a family office founded by fee-only financial planning pioneer John E.
JOHN E. SESTINA AND COMPANY
JOHN E. SESTINA AND COMPANY is an SEC-registered investment adviser in COLUMBUS, OH, since 1993. The firm manages approximately $744 million in assets. It has 19 employees and 12 investment advisers.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
John E. Sestina
Founder
Frequently asked questions
Who runs investment decisions at John E. Sestina and Company?
John E. Sestina, the founder, oversees investment decisions. The firm operates with a lean team, reflecting its single-family office structure.
How does John E. Sestina and Company source proprietary deal flow?
The firm does not appear to pursue proprietary deal flow. Its investment strategy relies on publicly traded securities, including index funds and ETFs, rather than direct private investments.
Is John E. Sestina and Company structured as a single family office or does it operate more like a wealth management firm?
It is structured as a single family office, managing the wealth of the Sestina family. The firm applies the fee-only, fiduciary principles that John E. Sestina championed in his financial planning career.
What investment stages does John E. Sestina and Company typically target?
The firm targets publicly traded securities across all market capitalizations, with a focus on long-term capital preservation. It does not engage in venture capital or private equity stages.
Where does the underlying wealth come from?
The wealth originates from John E. Sestina's career as a fee-only financial planner and author, though specific wealth origin details are not publicly disclosed.
Does John E. Sestina and Company maintain philanthropic structures?
There is no public record of separate philanthropic structures. The firm's focus appears to be on wealth management and investment, with any charitable activities kept private.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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