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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2019
- Office Locations
- 1
Office Locations
About Bokeh Capital Partners LLC
Bokeh Capital Partners (Pittsburgh, PA) is an active manager and advisory firm serving retail and institutional clients, including entrepreneurs. The team builds portfolios and provides financial planning and insurance guidance, anchored in a GARP (growth at a reasonable price) equity philosophy refined over 24 years and implemented largely through ETFs. Leadership regularly shares market views via media appearances on themes like semiconductors and data center buildouts.
Team overview
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Investment Themes
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Owner & Executives
KIMBERLY CAUGHEY FORREST
Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #4143903
- Ownership
- 50% but less than 75%
William Daniel Forrest
Chief Operating Officer, FOUNDER
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,573,643 | -- |
| Non-Discretionary | $6,209,116 | -- |
| Total | $22,782,759 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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