OCCAM CREST MANAGEMENT LP
Adviser information for OCCAM CREST MANAGEMENT LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
30 KING'S HIGHWAY SOUTHDARIEN
CT
United States
Monday - Friday, 8:30 AM - 5:00PM
Tel: 203-644-4107, Fax: None
Websites
Chief Compliance Officer
STURGIS WOODBERRY
PRINCIPAL AND FOUNDER
30 OLD KING'S HIGHWAY SOUTH
DARIEN
CT
United States
Tel:
2036444107
C*********@*************M
(Full email address available in API data)
Industry Affiliates
| OCCAM CREST CAPITAL LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AJAY FOCUS FUND, LP | Hedge Fund | $12.7M | $0.3M | 20 |
| OCCAM CREST FUND LP | Hedge Fund | $44.8M | $1.0M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WOODBERRY, STURGIS, PAUL | Individual | – | LIMITED PARTNER, PRINCIPAL AND FOUNDER, CCO | 11/2021 | > 75% |
| OCCAM CREST MANAGEMENT GP LLC | Domestic Entity | – | GENERAL PARTNER | 11/2021 | < 5% |
| WOODBERRY, STURGIS, PAUL | Individual | OCCAM CREST MANAGEMENT GP LLC | MEMBER | 11/2021 | > 75% |