OKAPI VENTURE CAPITAL
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 161098
- Registered since
- March 2, 2012
- Website
- okapivc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2BRIAN AVERITT
Managing DirectorCRD 6035433
SHARON STEVENSON
Co-Founder and Managing DirectorCRD 6035429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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