CRD: 165816
Okemo Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2012
- Office Locations
- 1
Office Locations
About Okemo Capital Management, LLC
Okemo Capital Management, LLC is a Stow, MA RIA providing discretionary investment management, asset allocation, and portfolio construction for retail investors. Portfolios typically blend equities with ETFs and mutual funds, and may incorporate fixed income, real estate, hedge fund exposures, and insurance/annuity solutions as needed. The firm is owner-led by portfolio manager/CCO Adam Joseph Sureau, with custody including Charles Schwab.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM JOSEPH SUREAU
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #5712679
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,400,000 | -- |
| Non-Discretionary | $1,850,000 | -- |
| Total | $95,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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