Poxono Capital
RIAState Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$219K
Accounts
82
Employees
4
Advisory reps
9
Firm details
- Headquarters
- ,
- CRD number
- 331470
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.91%
- Individuals11.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Poxono Capital is a limited liability company operating as an independent registered investment adviser focused on portfolio management for individual clients, families and small businesses as well as for business or institutional accounts. The firm charges a percentage-of-assets fee schedule and also uses performance-based fees, which is consistent with its management of at least one pooled vehicle. Poxono does not position itself as a capital allocator or an ESG-driven manager.
Assets & Accounts
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities28%
- Private Funds12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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