A complete list of active advisors currently associated with Bokeh Capital Partners LLC

Warmer can help you find a great advisor at Bokeh Capital Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bokeh Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.