Occam Capital Management, LLC
Occam Capital Management, LLC is an SEC-registered mass-market adviser in Pittsford, NY with $67.4M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Occam Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108201, SEC 801-60137, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $67.4M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Pittsford, NY
- Employees
- 2
- Clients
- 147
- CRD
- 108201
- Ownership
- BAKER JONES, PRISCILLA, ANNE; WIPF, PAULA, ANNE; BAULKMAN, TIFFANY; JONES, PRISCILLA, BAKER
How much AUM does Occam Capital Management, LLC have?
Occam Capital Management, LLC reported $67.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Occam Capital Management, LLC?
Disclosed owners and executives of Occam Capital Management, LLC include BAKER JONES, PRISCILLA, ANNE, WIPF, PAULA, ANNE, BAULKMAN, TIFFANY, JONES, PRISCILLA, BAKER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.