$71.8M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-2024
- Office Locations
- 1
Office Locations
-- Boston MA
About Epogee Capital Management, LLC
Epogee Capital Management is a Massachusetts-based investment advisor serving family offices and families with tailored wealth management and optimized portfolio construction. Research-driven, it allocates across alternatives—hedge funds, private equity, venture capital, and real estate—balancing principal growth with capital preservation and disciplined risk management. Custodies at Charles Schwab.
Team overview
-- AVG AGE
$35.9M AVG AUM / ADVISOR
$17.9M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAY CLARK WARNER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #4812244
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
M
Mark Michael Cunningham
--
- CRD
- #7889493
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,037,471 | $6,037,471 |
| Non-Discretionary | $65,724,811 | $21,908,270 |
| Total | $71,762,282 | $17,940,571 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing