Epogee Capital Management, LLC

Overview

Epogee Capital Management, LLC is an SEC-registered investment adviser that positions itself as a portfolio manager for individuals and small businesses. The firm is owned by an individual and operates under an unclassified adviser model, using a percentage-of-assets fee structure. Its client base includes both high-net-worth individuals and institutional relationships. Epogee is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser to other registered firms. Investment activity shows a pronounced tilt toward private funds: the firm reports a large concentration in private fund vehicles, which appears to be the primary driver of its asset mix and client allocations. Advisory services focus on discretionary and non‑discretionary portfolio management, with the bulk of assets managed on a non‑discretionary basis.

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Investments & Alternatives

Location & Offices