Right Tail Capital LLC

RIASEC Registered
Total AUM
$24.6M
Discretionary
$24.6M
100% of AUM
Avg account
$283K
Accounts
87
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
319267
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Jeremy Kokemor

    Jeremy Kokemor

    FounderCRD 4831104

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth