RIA Intel›Advisers›Delaware›CONTESSA CAPITAL ADVISORS LLC

CONTESSA CAPITAL ADVISORS LLC

Advisory

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$469K

across 27 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

FIRST LIGHT INVESTMENT ADVISORS LLC

$12M

BROADCORE INVESTMENTS LP

$13M

-52.4% 1Y

CANNON WEALTH GROUP LLC

$12M

OLIVAR & GREB CAPITAL MANAGEMENT, LLC

$13M

-22.0% 1Y

COR3 INVESTMENT PARTNERS, LLC

$13M

GAOAN CAPITAL MANAGEMENT LLC

$12M

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