Oakum Bay Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166025
- Registered since
- January 20, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oakum Bay Capital, LLC is organized as a privately owned limited liability company that operates as a hedge fund manager and CPO/CTA. The firm targets institutional clients and charges a combination of asset-based fees and performance fees. Its advisory activity is focused on portfolio management for pooled investment vehicles rather than one-on-one retail advisory. Oakum Bay is not positioned as an ESG-focused allocator and is not described as a multi-state adviser.
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
Owners & executives
1 of 1Michael Trica
Chief Investment OfficerCRD 5359513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$273K in ETFs
100%
$273K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $273K | 634 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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