Right Tail Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 319267
- Website
- www.righttailcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Performance Based Fees
- Client types
- HNWI88.06%
- Individuals7.79%
- Corporations / Businesses4.14%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Right Tail Capital LLC is a small, equity-focused advisory that manages separate accounts for both individual/family and select institutional clients. The firm’s offerings center on discretionary portfolio management for individuals and small businesses and it also produces periodic written commentary or newsletters. Fee arrangements are flexible and include percentage-of-AUM pricing alongside subscription and performance-based fee components. The adviser does not identify as an active ESG investor and is structured as an individually owned limited liability company. Investment positioning is tilted heavily toward publicly traded equities. The firm’s filings show a clear preference for exchange-traded instruments as the primary vehicle for client exposures, with mutual funds used as complementary vehicles. There is no material evidence of multi-state adviser activity or a significant pivot into pension consulting or related-adviser structures.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1Jeremy Kokemor
FounderCRD 4831104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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