CAPRI EGM, LLC

Overview

Capri Egm, LLC operates as an SEC-registered advisory firm that focuses on institutional clients with an emphasis on pension consulting services. The firm is registered since 2019 and lists its owner structure as a combination of a domestic entity and an individual. Capri Egm, LLC’s regulatory filings classify it as unclassified and indicate it is not a capital allocator or a related adviser. The firm is not an active ESG investor and is not designated as a multi-state adviser. Service-wise, Capri Egm, LLC positions itself primarily as a consultant to institutional retirement plans and related fiduciaries. Its reported business activities center on pension consulting, and its industry affiliations indicate roles that include other investment adviser activity, pension consulting, and acting as a sponsor, general partner or managing member of pooled investment vehicles. The firm’s fee arrangements include percentage-of-AUM fees, performance-based fees and other fee structures, consistent with consultants that may also take on manager selection and oversight responsibilities.

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