Okemo Capital Management, LLC

RIASEC Registered
Total AUM
$24.6M
Discretionary
$20.9M
85% of AUM
Avg account
$770K
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
Stow, Massachusetts
CRD number
165816
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI98.02%
  • Individuals1.83%
  • Charitable Organizations0.15%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Okemo Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional investors, focusing on portfolio management for individuals and small businesses. Its compensation includes a traditional percentage-of-AUM fee schedule and arrangements that can include performance-based fees. The adviser reports it is not a multi-state or newly formed adviser, does not act as a capital allocator, and does not position itself as an active ESG investor.

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

Asset composition

Asset composition: Non-Exchange Traded Equities 72%, Exchange Traded Equities 10%, Cash & Cash Equivalents 10%, US Government Bonds 5%, Investment Grade Corp Bonds 3%72%
  • Non-Exchange Traded Equities72%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents10%
  • US Government Bonds5%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • Adam Sureau

    Managing MemberCRD 5712679

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

FINTRX

Location

Primary office

Stow, MA

Middlesex

Location

Stow, MA

Headquartered in Stow, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
132 Great Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth