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Adam Joseph Sureau

Okemo Capital Management, LLC

Stow, MA

CRD 5712679

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Employer firm

Okemo Capital Management, LLC CRD 165816

$24.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Okemo Capital Management, Llc

132 Great Rd. Suite 200, Stow, MA 01775 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-10-25
  • MA RA
    APPROVED
    Since 2012-10-25

Branch Locations

132 Great Rd. Suite 200, Stow, MA 01775 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Okemo Capital Management, Llc Stow MA 10/2012 Present
Previous Registrations
Other Businesses

1)BRICK CAPITAL, LLC-LIMITED LIABILITY COMPANY. REAL ESTATE-SOLE OWNER-MULTIFAMILY PROPERTY OWNER AND SELF MANAGER. PROPERTY MANAGER 2)SUREAU LIMITED PARTNERSHIP; 269 BOXBORO RD; STOW, MA; COMMENCE DATE: 05/30/2012; 0 HRS SPENT, LIMITED PARTNER; "IT IS A FAMILY PLANNING VEHICLE WHICH OWNS 15% OF RADANT TECHNOLOGIES, INC. NO RESPONSIBILITIES AS A LIMITED PARTNER"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-19
  • S66 Uniform Combined State Law Examination
    2009-11-19

View on SEC IAPD

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