OCCAM CAPITAL MANAGEMENT, LLC

OCCAM CAPITAL MANAGEMENT, LLC of PITTSFORD, NY is an SEC-registered investment adviser (CRD 108201). Regulatory assets under management: $67.4M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (5)

NameRoleLocation
Priscilla Anne Baker JonesCHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO
JONES PRISCILLA BAKERCEO/CFO/CLO; CHIEF COMPLIANCE OFFICER
WIPF PAULA ANNECHIEF OPERATING OFFICER
BAKER JONES PRISCILLA ANNECHIEF COMPLIANCE OFFICER/CEO/CFO/CLO; CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO
BAULKMAN TIFFANYCHIEF OPERATING OFFICER

More on this firm