Kapok Capital LLC

Overview

Kapok Capital LLC is a small, equity-focused registered investment adviser serving individual and family clients. The firm’s business model centers on discretionary portfolio management and it charges clients a percentage-of-AUM fee. Its stated practice emphasizes exchange-traded equities as the primary allocation vehicle; the ADV disclosure lists equities as the preferred asset class and the firm does not identify itself as an active ESG investor. Kapok Capital’s client base is concentrated and relationship-driven: the adviser manages a modest total asset base for a handful of households and small business accounts. The firm is organized as a limited liability company with individual ownership and positions itself as a direct portfolio manager rather than a multi-state or pension consultant adviser. Advisory activity is described specifically as portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices