M
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
25 yrs Firm Age
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- Custodian
- Folio Investments ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2000
- Office Locations
- 1
Office Locations
-- LOS Altos Hills CA
About Marketocracy Capital Management LLC
Marketocracy Capital Management LLC is a LOS Altos Hills-based RIA. The firm has been operating for 25 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Folio Investments and US Bank. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$120.0K AVG AUM / CLIENT
21.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Eagle value Catalyst Beacon unison
Investment Themes
Pathway momentum
Investment Vehicles
Peak Quantum Catalyst
Services
Catalyst capital North
Owner & Executives
K
KENDRICK WAI YIP KAM
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 25% but less than 50%
(563) 864-5386
insight.bridge@oakcapital.com
in linkedin.com/in/signal-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | $120,000 |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | $120,000 |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,298,499,068 | 100.0% |
| Total | $6,298,499,068 | 100.0% |