| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Clark Warner Control | Managing Partner And Chief Compliance Officer | Over 75% | 2024 |
Epogee Capital Management LLC reports $68 million in regulatory assets under management on its Form ADV.
Epogee Capital Management LLC reports 2 employees.
Epogee Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 9788867388 |
| Office hours | 9 a.m.-5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $5.2M |
| Non-discretionary | $62.8M |
| Total (RAUM) | $68M |