Overview
Assets Under Management: $320 million
Headquarters: SAUSALITO, CA
High-Net-Worth Clients: 55
Average Client Assets: $2.7 million
Frequently Asked Questions
KARP CAPITAL MANAGEMENT CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131834), KARP CAPITAL MANAGEMENT CORPORATION is subject to fiduciary duty under federal law.
KARP CAPITAL MANAGEMENT CORPORATION is headquartered in SAUSALITO, CA.
KARP CAPITAL MANAGEMENT CORPORATION serves 55 high-net-worth clients according to their SEC filing dated November 09, 2018. View client details ↓
According to their SEC Form ADV, KARP CAPITAL MANAGEMENT CORPORATION offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KARP CAPITAL MANAGEMENT CORPORATION manages $320 million in client assets according to their SEC filing dated November 09, 2018.
According to their SEC Form ADV, KARP CAPITAL MANAGEMENT CORPORATION serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.04%
Average Client Assets: $2.7 million
Total Client Accounts: 717
Discretionary Accounts: 717
Regulatory Filings
CRD Number: 131834
Filing ID: 1250865
Last Filing Date: 2018-11-09 16:23:00