Epogee Capital Management LLC
● SEC registered since 2024CRD 330816SEC# 801-130280
Reg. AUM
$71.8M
Employees
2
Accounts
4
Location
—
Epogee Capital Management LLC assets under management
Epogee Capital Management LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $71.8 million in regulatory assets under management and employs 2 people.
Epogee Capital Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Clark Warner Control | Managing Partner And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Epogee Capital Management LLC manage?
Epogee Capital Management LLC reports $71.8 million in regulatory assets under management on its Form ADV.
How many employees does Epogee Capital Management LLC have?
Epogee Capital Management LLC reports 2 employees.
Does Epogee Capital Management LLC disclose fund performance?
Epogee Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 9788867388 |
| Office hours | 9 a.m.-5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$71.8M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$71.8Mregulatory AUM
Discretionary $6MNon-discretionary $65.7M