Nokomis Capital, L.L.C.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 145627
- Registered since
- April 17, 2012
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles79.18%
- Charitable Organizations20.82%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nokomis Capital, L.L.C. is a SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. Registered in 2012, the firm serves institutional clients and focuses on portfolio management for pooled investment vehicles and for businesses or institutions. Its compensation combines asset-based fees with performance-linked fees, and the firm acts as sponsor/GP and managing member for pooled vehicles it advises. Nokomis is not flagged as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1Kendall Lunney
Chief Financial Officer & Chief Compliance OfficerCRD 7094367
Contacts
1 of 1Brett Hendrickson
Portfolio ManagerCRD 3105067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$17.9M in ETFs
100%
$17.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) | State Street | Passive | Large Value | $9.8M | 18,779 | 54.71% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1717 Mc Kinney Ave
- Time zone
- CT (UTC-6)
- Office locations
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