Right Tail Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 319267
- Website
- www.righttailcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Performance Based Fees
- Client types
- HNWI88.06%
- Individuals7.79%
- Corporations / Businesses4.14%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Right Tail Capital LLC is a small, owner-operated registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses and also produces periodic publications or newsletters. Its fees include a percentage-of-assets model alongside subscription and performance-based arrangements. Right Tail does not position itself as a capital allocator to external managers and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jeremy Kokemor
FounderCRD 4831104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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