OKAPI CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
310176
Registered since
August 13, 2020

Firm profile

FINTRX

Overview

Okapi Capital, LLC is a privately held limited liability company that registered as an SEC adviser in 2020 and is owned by an individual. The firm operates mainly through pooled investment vehicles where it serves as sponsor, general partner and managing member. Its regulatory profile shows it is not positioned as a multi-state retail adviser or an active ESG investor; instead, its activities center on sponsoring and managing private funds. The firm’s classification is unclassified and its client-facing model appears focused on limited partners in private vehicles rather than traditional retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JOHN WALLER

    Managing DirectorCRD 2463070

  • BRIAN AVERITT

    Managing DirectorCRD 6035433

  • Jeff Bocan

    Managing DirectorCRD 7286962

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
660 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth