Bocage Capital, LLC (San Francisco)

Name: Bocage Capital, LLC
Address: 101 California Street, San Francisco, CA, 94111
Telephone: 415-963-8850

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.

Bocage Capital: assets under management

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 firm manages $432.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.02 million each.

Bocage Capital has custody of $210.86 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bocage Capital, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kurt Billick	Manager	1 Apr 2010	50% - 75%	2547770
Peter K Ashby	Chief compliance officer	1 May 2010	Other	2857556
Thomas Stenvoll	Principal	1 Jan 2012	Other	6025207
Scott Lambert Beal	President/chief compliance officer	1 Jan 2013	Other	6176967
Abraham John Kozhipatt	Senior analyst	1 Jan 2014	Other	6318278
Daniel Linden Moynihan	Senior analyst	1 Jan 2014	Other	5161764

Based in San Francisco

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.