# OCCAM CAPITAL MANAGEMENT, LLC

OCCAM CAPITAL MANAGEMENT, LLC of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 108201
- Type: SEC-registered investment adviser
- SEC file number: 801-60137
- Location: 1 LOCKWOOD DRIVE, SUITE 200, PITTSFORD, NY, 14534-1742
- Phone: 585-218-0310
- Latest filing: 2026-03-27
- Regulatory AUM: $67.4M
- Discretionary AUM: $67.4M
- Clients: 2
- Accounts: 207

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Priscilla Anne Baker Jones | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | — |
| JONES PRISCILLA BAKER | CEO/CFO/CLO; CHIEF COMPLIANCE OFFICER | — |
| WIPF PAULA ANNE | CHIEF OPERATING OFFICER | — |
| BAKER JONES PRISCILLA ANNE | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO; CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | — |
| BAULKMAN TIFFANY | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108201/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108201/similar
- Related entities: https://search.stillhousedata.com/firm/108201/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108201

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.