OKAPI CAPITAL, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 310176
- Registered since
- August 13, 2020
- Website
- okapivc.com
Firm profile
FINTRXOverview
Okapi Capital, LLC is a privately held limited liability company that registered as an SEC adviser in 2020 and is owned by an individual. The firm operates mainly through pooled investment vehicles where it serves as sponsor, general partner and managing member. Its regulatory profile shows it is not positioned as a multi-state retail adviser or an active ESG investor; instead, its activities center on sponsoring and managing private funds. The firm’s classification is unclassified and its client-facing model appears focused on limited partners in private vehicles rather than traditional retail advisory relationships.
Assets & Accounts
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
Contacts
3 of 3JOHN WALLER
Managing DirectorCRD 2463070
BRIAN AVERITT
Managing DirectorCRD 6035433
Jeff Bocan
Managing DirectorCRD 7286962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 660 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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