Takumi Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Takumi Capital LLC
CRD #284504
SEC #801-108226
CIK #0001623458, 0001685191
AUM
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone970-294-4145
Address3503 Long Creek Drive
Fort Collins, CO 80528
Source [IAPD] [EDGAR]
Total AUM ($M)
180144108723602009201420192025
Fees and Compensation — Form ADV Part 2A (3/28/2019) [Brochure]
Item 5         Fees and Compensation

Given Takumi Capital's limited business model, there is no standard fee schedule. The Adviser
receives a negotiated management fee monthly in advance and is eligible to receive an annual
performance fee subject to various conditions and offsets as set forth in the IMA with the Client.

In connection with the Adviser's management services, the managed account will incur brokerage and
other transaction expenses. Please see Item 12 below for more information.
Account Minimums and Types of Clients — Form ADV Part 2A (3/28/2019) [Brochure]
Item 7          Types of Clients

Takumi Capital provides discretionary sub-investment management services exclusively to a managed
account funded by a private investment fund sponsored and managed by the Client. Additional
managed accounts for the Client may be opened in the future at the Client’s sole discretion.
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Oracle Corp 0.0
SPDR Gold Trust 0.0
Broadcom Inc 0.0
Merck & Co Inc 0.0
Wells Fargo & Co/MN 0.0
Citigroup Inc 0.0
Lamb Weston Holdings Inc 0.0
Cisco Systems Inc 0.0
Bank of America Corp /DE/ 0.0
View All
Holdings by Sector ($B)
151296302011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 100.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 100.0
By Discretionary
Discretionary 1 100.0
Non-Discretionary 0 0.0
Total 1 100.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 100.0
Total 1 100.0
EDGAR Form CIK 2011 - 2026
D [0001623458]
13F-NT [0001685191]
Firm Profile (Form ADV)
Clients1
ServesInstitutional
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com