# Occasio Partners, LLC

> Occasio Partners, LLC is an exempt reporting adviser in San Francisco, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 323942
- Filed as: OCCASIO PARTNERS, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323942
- AdvisorCensus page: https://advisorcensus.com/firm/occasio-partners-llc-san-francisco-ca-323942

## Quick answers

**Where is Occasio Partners, LLC located?**
Occasio Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**How does Occasio Partners, LLC report to regulators?**
Occasio Partners, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 323942.

**Does Occasio Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323942

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- occasiopartners.com
- X @occasiopartners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Occasio Partners, LLC (CRD 323942): Form ADV filing data as of October 2026.