Okemo Capital Management, LLC

Okemo Capital Management, LLC (CRD# 165816) is a financial advisory firm headquartered in Stow, MA. They manage $87,500,000 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
132 Great Rd., Suite 200, Stow, MA 01775
https://www.okemocapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $2,822,581
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Okemo Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adam Sureau, financial advisor Stow MA
Adam J. Sureau
CRD#: 5712679
132 Great Rd., Suite 200, Stow, MA 01775

Adam Sureau (CRD# 5712679) is an Investment Advisor Representative working at Okemo Capital Management, LLC in Stow, MA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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