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Building 2EPOGEE CAPITAL MANAGEMENT, LLC

Map pin
Phone9788867388
NotebookSEC #801-130280
Total AUM
$71.8M
Employees
2
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM-5 PM
Monday - Friday
Phone
9788867388

ReceiptFinancials

Total AUM
$71.8M
Accounts
4
Discretionary
$6M
Accounts
1
Non-Discretionary
$65.7M
Accounts
3

ContactClients

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HNW Individual Clients
3
AUM
$56.2M
Charitable Organization Clients
1
AUM
$15.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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