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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAULKMAN, TIFFANY | I | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | DE | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | DE | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | I | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | I | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | I | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | I | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | I | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | I | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | DE | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | DE | CHIEF OPERATING OFFICER | NA | |
| WIPF, PAULA, ANNE | DE | CHIEF OPERATING OFFICER | NA | |
| BAKER JONES, PRISCILLA, ANNE | DE | CEO/CCO/CFO/CLO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | DE | CHIEF EXECUTIVE OFFICER | E | Control |
| BAKER JONES, PRISCILLA, ANNE | DE | CHIEF EXECUTIVE OFFICER | E | Control |
| BAKER JONES, PRISCILLA, ANNE | DE | CHIEF EXECUTIVE OFFICER | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| BAKER JONES, PRISCILLA, ANNE | I | CHIEF COMPLIANCE OFFICER/CEO/CFO/CLO/COO | E | Control |
| JONES, PRISCILLA, BAKER | I | CEO/CFO/CLO | E | Control |
| JONES, PRISCILLA, BAKER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, PRISCILLA, BAKER | I | CEO/CFO/CLO | E | Control |
| JONES, PRISCILLA, BAKER | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 8, 2025 REGISTERED
Notice Filings (3)
FL NY TX
Address
1 LOCKWOOD DRIVESUITE 200
PITTSFORD, NY 14534-1742
United States
Phone: 585-218-0310