Nakoma Capital Management, LLC (Madison)

Name: Nakoma Capital Management, LLC
Address: 8040 Excelsior Drive, Madison, WI, 53717
Telephone: 608-831-8814

Nakoma Capital Management, LLC is an adviser based in Madison. It manages $54.46 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.

Nakoma Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nakoma Capital Management: assets under management

The assets under management (AUM) of Nakoma Capital Management, LLC is $54.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.61 million each.

Nakoma Capital Management has custody of $54.46 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nakoma Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nakoma Capital Management, LLC

Robyn Kay Rannow joined the executive team most recently as the Owner, Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pebbles Investments	Owner	1 Jul 1999	25% - 50%	06-1552627
Craig E Peterman	Chief compliance officer	1 Jun 2000	Other	4377222
Nakoma Investments Lp	Owner of applicant	1 Jun 2000	75% - 100%	06-1552708
Irwin Franklin Smith	Chief executive officer	1 Jun 2000	Other	2113008
Llc Pebbles Investments	Owner of applicant	1 Jun 2000	75% - 100%	06-1552627
Daniel Sean Pickett	Owner, senior managing director	1 Apr 2003	25% - 50%	1862251
Mark Alexander Fedenia	Owner, senior managing director	1 Apr 2003	25% - 50%	4655515
Robyn Kay Rannow	Chief compliance officer	1 Sep 2004	Other	4872710
Joel Curtis Kurth	Owner, managing director	1 Sep 2008	Other	2533550
Robyn Kay Rannow	Owner, managing director	1 Jan 2009	Other	4872710

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Irwin Franklin Smith	Manager of pebbles investments llc	1 Jul 1999	25% - 50%	2113008
Linda Smith	Member of pebbles investments	1 Jul 1999	25% - 50%	4377188
Susan Smith	Member of pebbles investments	1 Jul 1999	Other	4377215
Stephen David Smith	Member of pebbles investments	1 Jul 1999	Other	2502313

Based in Madison

The principal office where Nakoma Capital Management, LLC performs its advisory services is located at 8040 Excelsior Drive, Madison, WI 53717, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-831-8814 or by fax 414-755-1800. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.nakomacapital.com.