RIA Intel›Advisers›Massachusetts›KOGA CAPITAL MANAGEMENT LLC

KOGA CAPITAL MANAGEMENT LLC

Advisory

MA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in MA

#1,271

of 1,590 advisers by AUM

Average account

$2M

across 19 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

19 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

CPASSET MANAGEMENT, INC.

$30M

CERES FINANCIAL GROUP, INC.

$30M

SNUG HARBOR CAPITAL MANAGEMENT, LLC

$30M

MILLSTONE WEALTH PARTNERS, LLC

$30M

STUART, DAVID BALDWIN

$30M

ENSIGN INVESTMENT ADVISERS LLC

$29M

Get the full picture on KOGA CAPITAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KOGA CAPITAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans