United States · 
What does Occam Capital invest in?
Occam Capital invests most often at Series A and Series B (100% of the rounds on record), in sectors such as Sales and Tourism.
Occam Capital highlights
- 01
2 rounds on record
- 02
Mostly Series A and Series B: 100% of its rounds
- 03
1 exits from the portfolio
What they do
- Type
- Private equity (from a list, unverified)
- Cheque size
- Not stated
- Stages
- Series ASeries B
- Sectors
- SalesTourism
- Based in
- Pittsford, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first2 appearances
- 2013
1 round
- May
- 2007
1 round
- Apr
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration1 named
PAPriscilla Anne Baker JonesChief Compliance Officer/CEO/CFO/Clo/COOiForm ADV
We also hold 1 person at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$67Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Occam Capital Management, LLC
- SEC number
- CRD 108201
Exits from the portfolio
Companies it backed that were later bought or listed1 in all
An exit counts when it came after the firm's first round in the company. From historical deal records.