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EPOGEE CAPITAL MANAGEMENT, LLC
Legal name: EPOGEE CAPITAL MANAGEMENT LLC
CRD 330816File 801-130280
APPROVED-120
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$71.8M
Bottom 25% of cohort (national)
Discretionary AUM
$6.0M
Non-discretionary $65.7M
Clients
4
4 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 15, 2024
- Principal office
- Not reported
- Phone
- 9788867388
- Website
- https://epogeecapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $71.8M
- Discretionary AUM
- $6.0M
- Non-discretionary AUM
- $65.7M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 3
- Total accounts
- 4
- AUM per client
- $17.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $15.5M |
| High net worth individuals | 3 | $56.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED-120 |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.