OCCAM CREST MANAGEMENT LP
Firm details
- Headquarters
- DARIEN, Connecticut
- CRD number
- 318337
- Registered since
- March 1, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1STURGIS WOODBERRY
Principal & Managing PartnerCRD 1990972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$382K in ETFs
100%
$382K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| UNITED STATES OIL FUND LP (USO) | Passive | Commodities Focused | $382K | 3,000 | 100.00% |
Location
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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