OKEMO CAPITAL MANAGEMENT, LLC

Overview

Okemo Capital Management, LLC is a small, advisor-owned RIA that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm tilts heavily toward equity exposure, with a clear preference for non-exchange-traded equities — indicating concentrated holdings in private-company stock, restricted shares, or thinly traded small-cap positions rather than broad passive ETF strategies. Fee arrangements include a traditional percentage-of-AUM charge and performance-based fees, which suggests the firm may run outcomes-oriented or active strategies where alignment of incentives with clients is intended. The adviser is not positioned as an ESG-first allocator and does not describe itself as a multi-state or institutional pension consultant. Its client mix and service set are oriented to high-net-worth individuals and families rather than institutions, which aligns with the relatively small client base and concentrated asset profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices