Nicholas Daniel Appelo
Investment adviser representative at Capco Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$468.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Capco Asset Management, LLCApr 2025 to now
- Highsage VenturesJun 2022 to Mar 2025
- Capco Asset Management, LLCJul 2019 to Apr 2022
- Evercore Group LLCJun 2017 to Jul 2019
- The Fl Institute for the Commercialization of Public ResearchAug 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capco Asset Management, LLC
$468.6MAssets managed
83Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6491778
- Firm CRD
- 141325