← Tributary

OCCAM CAPITAL MANAGEMENT, LLC

PITTSFORD, NY · CRD 108201 · IAPD ↗ · occamcapital.com · 585-218-0310

$67.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — OCCAM CAPITAL MANAGEMENT, LLC now reports custody of client assets ($561,477).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.