Bokeh Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 312964
- Website
- bokehcapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI45.32%
- Other Investment Advisers34%
- Individuals13.13%
- Other7.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bokeh Capital Partners LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a mix of individual and family clients as well as some institutional relationships. Its primary revenue model is a percentage-of-assets-under-management fee. The adviser’s stated advisory activities are financial planning services and portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor and is not characterized as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds8%
- Investment Grade Corp Bonds3%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
2 of 2William Forrest
FounderCRD 7337249
Kimberly Forrest
FounderCRD 4143903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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