RIA Intelligence

CAPTION MANAGEMENT, LLC

CRD #173841 SEC #801-110893 OKLAHOMA CITY, OK 347-797-5101
SEC Registered Private Funds
Total AUM
$3.1B
Discretionary
$3.1B
Employees
19
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
1
LEI
2549000LVCQZLNQA1U89

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
Ballinger, Dylan, MarannICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
LECHTENBERGER, TODD, STEPHENIPORTFOLIO MANAGER OF AMALFI FUND LPNA
COOPER, WILLIAM, LAMBLÈICHIEF COMPLIANCE OFFICER; MANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈICHIEF COMPLIANCE OFFICER; MANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈICHIEF COMPLIANCE OFFICER; MANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈICHIEF COMPLIANCE OFFICER; MANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈICHIEF COMPLIANCE OFFICER; MANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈICHIEF COMPLIANCE OFFICER; MANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERC Control
COOPER, WILLIAM, LAMBLÈIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASONIMANAGING MEMBERC Control
STRASSER, JASON, SAM BARNATHANIMANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF RISK OFFICERC Control
STRASSER, JASON, SAM BARNATHANIMANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF RISK OFFICERC Control
STRASSER, JASON, SAM BARNATHANIMANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF RISK OFFICERC Control
STRASSER, JASON, SAM BARNATHANIMANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF RISK OFFICERC Control
STRASSER, JASON, SAM BARNATHANIMANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF RISK OFFICERC Control
STRASSER, JASON, SAM BARNATHANIMANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF RISK OFFICERC Control
STRASSER, JASON, SAM BARNATHANIMANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF RISK OFFICERC Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (1)

OK

Address

499 W SHERIDAN AVENUE
SUITE 2250
OKLAHOMA CITY, OK 73102
United States
Phone: 347-797-5101