Marketocracy Capital Management LLC
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
FINTRXOverview
Marketocracy Capital Management LLC is a limited liability company that focuses on providing portfolio management services for individuals, small businesses, and institutions. Established in 2000, the firm operates under a fee structure based on a percentage of assets under management. The firm caters primarily to individual and family clients, emphasizing personalized investment strategies tailored to their specific needs. While the firm does not actively engage in ESG investing, it has carved out a niche in managing investments with a focus on traditional asset classes.
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 Equities100%
Owners & executives
1 of 1
Kendrick Kam
CEO and FounderCRD 3173866
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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