OKAPI VENTURE CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
161098
Registered since
March 2, 2012

Firm profile

FINTRX

Overview

Okapi Venture Capital is an SEC-registered limited liability company that has been registered since 2012. The firm is structured as an individually owned entity and is classified in FINTRX data as "unclassified." Its primary regulatory/business activity is listed as "Other Financial Product Salesperson." Okapi does not position itself as a multi-state adviser, pension consultant, or capital allocator, and it is not flagged as an active ESG investor. The firm’s operational role extends beyond selling financial products: FINTRX lists Okapi as a sponsor, general partner, and managing member of pooled investment vehicles, indicating it organizes and controls private investment vehicles rather than operating as a traditional advisory practice serving retail accounts.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • BRIAN AVERITT

    Managing DirectorCRD 6035433

  • SHARON STEVENSON

    Co-Founder and Managing DirectorCRD 6035429

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
1600 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth