OCCAM CAPITAL MANAGEMENT, LLC
CRD #108201 SEC #801-60137 PITTSFORD, NY 585-218-0310
SEC Registered
Total AUM
$65.9M
Discretionary
$65.9M
Employees
2
Clients
10
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $65.9M | $65.9M | $0 | 2 | 0 |
| Mar 2025 | $65.9M | $65.9M | $0 | 2 | 0 |
| Mar 2024 | $67.5M | $67.5M | $0 | 2 | 0 |
| Mar 2023 | $67.4M | $67.4M | $0 | 2 | 0 |
| Sep 2022 | $66.7M | $66.7M | $0 | 2 | 0 |
| Mar 2022 | $66.7M | $66.7M | $0 | 2 | 0 |
| Mar 2021 | $64.3M | $64.3M | $0 | 2 | 0 |
| Jun 2020 | $63.6M | $63.6M | $0 | 2 | 0 |
| Mar 2020 | $63.6M | $63.6M | $0 | 2 | 0 |
| Mar 2019 | $57.4M | $57.4M | $0 | 2 | 0 |
| Jul 2018 | $63.2M | $63.2M | $0 | 2 | 0 |
| Mar 2018 | $63.2M | $63.2M | $0 | 2 | 0 |
| Mar 2017 | $60M | $60M | $0 | 2 | 200 |
| Mar 2016 | $52.1M | $52.1M | $0 | 2 | 200 |
| Mar 2015 | $56.4M | $56.4M | $0 | 2 | 200 |
| Nov 2014 | $55.1M | $55.1M | $0 | 2 | 200 |
| Mar 2014 | $55.1M | $55.1M | $0 | 2 | 200 |
| Mar 2013 | $47.9M | $47.9M | $0 | 2 | 200 |
| Mar 2012 | $46.7M | $46.7M | $0 | 1 | 200 |
| Mar 2011 | $52.6M | $52.6M | $0 | 5 | -- |
| Jun 2009 | $45.1M | $45.1M | $0 | 5 | -- |
| Mar 2009 | $45.1M | $45.1M | $0 | 5 | -- |
| Mar 2008 | $59.8M | $59.8M | $0 | 5 | -- |
| Nov 2007 | $48.4M | $48.4M | $0 | 5 | -- |
| Mar 2007 | $39.6M | $39.6M | $0 | 5 | -- |
| Jan 2007 | $39.6M | $39.6M | $0 | 5 | -- |
| Mar 2006 | $39.6M | $39.6M | $0 | 5 | -- |
| Dec 2003 | $31.5M | $31.5M | $0 | 5 | -- |
| Mar 2002 | $33.2M | $33.2M | $0 | 5 | -- |
DateApr 2025
Total AUM$65.9M
Discretionary$65.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$65.9M
Discretionary$65.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$64.3M
Discretionary$64.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees2
Clients200
DateNov 2014
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2012
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--