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Boston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alps Alternative Investment Services | Boston | MA | 06/2016 | 03/2017 |
| Balter Capital Management Llc | Boston | MA | 03/2017 | 07/2019 |
| Invenomic Capital Management | Boston | MA | 07/2019 | 07/2020 |
| Method Advisors | Boston | MA | 07/2020 | 04/2022 |
| Port One Investments | Boston | MA | 04/2022 | 07/2024 |
| Port One Investments Llc | Boston | MA | 03/2024 | Present |
| Epogee Capital Management | Boston | MA | 07/2024 | Present |
| Epogee Capital Management, Llc | Middleton | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-01 |
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