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OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201 · SEC 801-60137
1 LOCKWOOD DRIVE, SUITE 200, PITTSFORD, NY, 14534-1742, United States
Phone
585-218-0310
Fax
585-218-0338
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$67.4M
Discretionary AUM
$67.4M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING SERVICES-HOURLY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $43.1M |
| High net worth individuals | 9 | $24.3M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD