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EPOGEE CAPITAL MANAGEMENT, LLC

EPOGEE CAPITAL MANAGEMENT LLC

CRD 330816 · SEC 801-130280

Visit website

MA, United States

Phone

9788867388

Fax

—

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$71.8M

Discretionary AUM

$6.0M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals3$56.2M
Charitable organizations1$15.5M

States served

MA, CT, FL

All web addresses on file

Official SEC filing: View on IAPD