Toccata Capital

Overview

Toccata Capital is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm is owner-controlled (individual owner type) and positions itself as a discretionary portfolio manager serving both individuals and small businesses as well as business and institutional accounts. Its stated fee model includes a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices