← Back to searchVisit website
KOCH CAPITAL MANAGEMENT LLC
CRD 148575
3153 VIA LARGA, ALAMO, CA, 94507, United States
Phone
925-526-5624
Fax
925-215-1458
Registration
— (—)
Source
State registered
Total AUM
$50.4M
Discretionary AUM
$48.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $742K |
| High net worth individuals | 14 | $49.7M |
All web addresses on file
Official SEC filing: View on IAPD