Asset ManagerRIA · CRD 108201SEC-Registered

Updated:

Occam Capital Management

OCCAM CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser in PITTSFORD, NY, registered since 2001. The firm manages approximately $67 million in...

Occam Capital Management

OCCAM CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser in PITTSFORD, NY, registered since 2001. The firm manages approximately $67 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs Occam Capital Management?

No principals, executives, or investment decision-makers are named in any known public source. The firm's leadership remains undisclosed.

Does Occam Capital Management have a website?

No publicly accessible website has been located for Occam Capital Management. No domain or online presence is evident in public records.

What is the investment strategy of Occam Capital Management?

No investment strategy, mandate, or sector focus has been publicly disclosed. The firm has not appeared in any deal announcements or industry coverage that would indicate its approach.

Is Occam Capital Management a family office?

By public record, the firm's classification is uncertain. It is registered as an LLC but no documentation confirms whether it operates as a family office, asset manager, or investment holding entity.

What assets does Occam Capital Management manage?

Assets under management have not been disclosed. No credible estimate or internal number is available in any public source.

Has Occam Capital Management made any known investments?

No portfolio companies, direct investments, or fund commitments are attributable to Occam Capital Management in any verifiable public record.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles