# Okemo Capital Management, LLC

> Okemo Capital Management, LLC is a state-registered investment advisory firm in Stow, MA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 165816
- Filed as: OKEMO CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stow, MA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165816
- AdvisorCensus page: https://advisorcensus.com/firm/okemo-capital-management-llc-stow-ma-165816

## Quick answers

**How is Okemo Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Okemo Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Okemo Capital Management, LLC located?**
Okemo Capital Management, LLC's principal office is in Stow, MA, according to its Form ADV.

**Is Okemo Capital Management, LLC registered with the SEC or a state?**
Okemo Capital Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165816.

**How much does Okemo Capital Management, LLC manage?**
Okemo Capital Management, LLC reports $24,644,000 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (85% discretionary).

**What types of clients does Okemo Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (3); charitable organizations (2).

**Does Okemo Capital Management, 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/165816

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $24,644,000
- Discretionary: $20,894,000
- Non-discretionary: $3,750,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $450,000 |
| High net worth individuals | 14 | $24,156,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $38,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- okemocapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Okemo Capital Management, LLC (CRD 165816): Form ADV filing data as of October 2026.