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
1-4 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
LowAverage account size
$634,132
About
Bokeh Capital Partners provides discretionary portfolio management and integrated financial planning primarily for individual and high‑net‑worth clients, and also accepts other registered investment advisers as clients. The firm reported roughly $22.8 million in assets under management across 21 client accounts as of the December 31, 2025 calculation date.
The firm’s investment process combines fundamental and technical analysis and employs both top‑down and bottom‑up security selection, implementing long‑ and short‑term positions and, when appropriate, options and margin strategies. Portfolios are customized to client restrictions and reviewed at least quarterly, with financial planning included as part of the ongoing asset management service.
Noteworthy distinctions in the brochure include the firm’s role as a sub‑advisor to other RIAs and its operation as a solo‑practitioner advisory firm—both arrangements that are relatively uncommon among supported peers. The firm’s materials also disclose and advertise performance results, including predecessor performance, which the brochure identifies as part of its client communications.
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% Over $5,000,000+: 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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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