Bocage Capital, LLC is a large advisory firm based in San Francisco. It manages $432.2 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Bocage Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bocage Capital, LLC is $432.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bocage Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott Lambert Beal has been acting as President since 1 Jan 2013. Abraham John Kozhipatt joined the executive team most recently as the Senior Analyst.
The principal office where Bocage Capital, LLC performs its advisory services is located at 101 California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-963-8850 or by fax 415-963-8899. The normal business hours are 6am - 2pm on Monday - Friday. You can find more information about the New York firm at bocagecapital.com.