Marketocracy Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 109168
- Registered since
- September 29, 2000
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marketocracy Capital Management LLC is an independent, individually owned registered investment adviser formed in 2000 and organized as an LLC. The firm positions itself as a boutique portfolio manager for individual and family clients, offering fee-based advisory services charged as a percentage of assets under management. Its stated advisory activities emphasize discretionary portfolio management for individuals and small businesses as well as for businesses or institutions. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. It is not structured as a capital allocator; instead its model centers on managing client portfolios directly rather than acting primarily as an allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Kendrick Kam
CEO and FounderCRD 3173866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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