OKEMO CAPITAL MANAGEMENT, LLC

OKEMO CAPITAL MANAGEMENT, LLC of STOW, MA is an SEC-registered investment adviser (CRD 165816). Regulatory assets under management: $24.6M.

Registration

• CRD: 165816
• Type: Registered investment adviser
• Location: 132 GREAT RD., STOW, MA, 01775
• Phone: 978-897-0600
• Latest filing: 2026-07-29
• Regulatory AUM: $24.6M
• Discretionary AUM: $20.9M
• Non-discretionary AUM: $3.8M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165816 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search