firm profile
Caption Management, LLC
Overview
Caption Management, LLC is an SEC registered investment adviser based in Oklahoma City, OK, registered since 2017. It reports $3.4B in assets under management across 5 accounts, with 22 employees.
- Reported AUM
- $3.4B
- Discretionary
- 100%
- Accounts
- 5
- Employees
- 22
- Registered since
- 2017
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 3
- William Lamble Cooper Managing Member, Chief Executive Officer CRD 6517121
- Jason Sam Barnathan Strasser Managing Member, Chief Investment Officer, Chief Risk Officer CRD 5362072
- Dylan Marann Ballinger Chief Compliance Officer, Chief Operating Officer CRD 7087086
Location
- Headquarters
- 499 W Sheridan Ave Ste 2250
Oklahoma City, OK 73102 - County
- Oklahoma
- Metro area
- Oklahoma City, OK
- Region
- South
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: captionpartners.com
Every state, with registration dates
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