Marketocracy Capital Management LLC

RIASEC RegisteredEst. 2000
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$120K
Accounts
50
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
109168
Registered since
September 29, 2000
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marketocracy Capital Management LLC is an independent, individually owned registered investment adviser formed in 2000 and organized as an LLC. The firm positions itself as a boutique portfolio manager for individual and family clients, offering fee-based advisory services charged as a percentage of assets under management. Its stated advisory activities emphasize discretionary portfolio management for individuals and small businesses as well as for businesses or institutions. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. It is not structured as a capital allocator; instead its model centers on managing client portfolios directly rather than acting primarily as an allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Kendrick Kam

    Kendrick Kam

    CEO and FounderCRD 3173866

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth