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Caption Management, LLC

● SEC registered since 2017CRD 173841SEC# 801-110893Oklahoma City, OK
Export (members)
Ranks #1,503 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.07B
Fund GAV
$1.1B
Private funds
1
Employees
19
Accounts
4
Location
Oklahoma City, OK

Caption Management, LLC assets under management

Caption Management, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 2017. It reports $3.1 billion in regulatory assets under management and employs 19 people. Caption Management, LLC manages 1 private fund with combined gross assets of $1.1 billion, including Caption Partners II, LP. By regulatory assets, it ranks 1,503 of 5,911 private fund managers.

Caption Management, LLC private funds

1 funds · $1.1B GAV
FundTypeGross assetsMin.
Caption Partners II, LPHedge$1.1B$500K

Caption Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dylan Marann Ballinger ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2019
Jason Sam Barnathan Strasser ControlManaging Member, Chief Investment Officer And Chief Risk Officer25-50%2012
William Lamblè Cooper ControlManaging Member And Chief Executive Officer25-50%2012

Frequently asked questions

How much does Caption Management, LLC manage?

Caption Management, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Caption Management, LLC manage?

Caption Management, LLC manages 1 private funds with combined gross assets of $1.1 billion.

How many employees does Caption Management, LLC have?

Caption Management, LLC reports 19 employees.

Where is Caption Management, LLC located?

Caption Management, LLC is based in Oklahoma City, OK and has been SEC-registered since 2017.

Does Caption Management, LLC disclose fund performance?

Caption Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address499 W Sheridan Avenue, Suite 2250, Oklahoma City, OK 73102
Phone347-797-5101
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1706766
Discloses disciplinary historyNo

Assets under management

Discretionary$3.07B
Non-discretionary$0
Total (RAUM)$3.07B

Service providers

Auditor
Prime broker
Custodian
Administrator