RIA · CRD 330816SEC-Registered

Updated:

Epogee Capital Management

EPOGEE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser since 2024. The firm manages $72 million in assets, with $6 million discretionary.

Epogee Capital Management

EPOGEE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser since 2024. The firm manages $72 million in assets, with $6 million discretionary. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

What is Epogee Capital Management's investment strategy?

The firm has not disclosed an investment strategy publicly. No direct deals, fund commitments, or 13F filings are attributed to Epogee Capital Management in available regulatory or news databases. Without a Form ADV, website, or named investment team, the asset-class mix and stage coverage cannot be described.

Who runs Epogee Capital Management?

No principals — managing members, beneficial owners, or key executives — have been publicly associated with the firm. State business registration records, which would typically list a registered agent or manager, are inconsistently indexed for this entity across databases.

Is Epogee Capital Management registered with the SEC or a state securities regulator?

No Form ADV or state investment-adviser registration appears for Epogee Capital Management in SEC EDGAR or the IAPD database, per public record as of mid-2026. This is consistent with a single-family office operating under the private adviser exemption or an entity with de minimis advisory activity.

Where is Epogee Capital Management located?

While the LLC appears in state business registrations, the specific jurisdiction and headquarters address are not consistently available across public databases. No physical office, phone number, or contact email is associated with the firm in available records.

What is the source of Epogee's wealth?

The wealth origin has not been publicly disclosed. No family name, founder, or operating-company exit has been linked to the entity in news reports or regulatory filings. The firm's structure as an LLC without an investment track record in public view keeps that question unanswered.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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