OCCAM CREST MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DARIEN, Connecticut
CRD number
318337
Registered since
March 1, 2022

Firm profile

FINTRX

Overview

Occam Crest Management LP is a privately held limited partnership that registered with the SEC in 2022. The firm functions largely as a sponsor and general partner, acting as managing member of pooled investment vehicles rather than serving a broad roster of separate advisory clients. It is organized under domestic ownership with an individual-owner structure. Occam Crest is not identified as an active ESG investor, it does not operate as a multi-state adviser, and it is not classified as a capital allocator in the available data. The firm’s activity centers on pooled, manager-led vehicles—primarily hedge fund strategies—alongside a concentrated public equity allocation disclosed in regulatory filings. Fee structures and retail client-facing advisory activities are not detailed in the record provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • STURGIS WOODBERRY

    Principal & Managing PartnerCRD 1990972

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$382K in ETFs

Passive

100%

$382K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
UNITED STATES OIL FUND LP (USO)PassiveCommodities Focused$382K3,000100.00%

Location

Primary office

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
30 Kings Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth