Bokeh Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,316,770
This total excludes 32 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
57% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
Very LowAverage account size
$634,132
About
Bokeh Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients and also accepts engagements from other registered investment advisers as a sub‑advisor. The firm offers customized investment strategies and ongoing account monitoring with client‑directed restrictions available where feasible.
The firm employs a mix of analytical approaches — including fundamental and technical analysis, top‑down and bottom‑up considerations — and uses a range of strategies from long‑ and short‑term purchases to options and margin trading when appropriate. Client accounts are reviewed at least quarterly with periodic rebalancing and the firm discloses that it acts as a fiduciary when advising retirement accounts.
Distinctive features include an explicit sub‑advisory role for other RIAs and the firm’s practice of publishing performance results, including predecessor performance, both of which are uncommon among similarly categorized advisers. The firm reported total assets under management of $26,467,819 as of 12/31/2024, reflecting a compact advisory practice that combines personalized service with publicly disclosed performance metrics.
Client services
Financial planning
Portfolio management
Acting as a third party manager to other registered investment advisors.
Acting as a third party manager to other registered investment advisors.
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Main office location
Bokeh Capital Partners LLC
Pittsburgh PA, United States
Number of offices
1
Most active in
Bokeh Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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