1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KARP CAPITAL MANAGEMENT CORPORATION

Map pinSAUSALITO, CA
Phone(415) 345-8185
NotebookSEC #801-63195
Total AUM
$993.8M
Employees
20
Clients
509

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 LIBERTY SHIP WAY
#3150
SAUSALITO
CA 94965
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(415) 345-8185
Other Offices
7

ReceiptFinancials

Total AUM
$993.8M
Accounts
1,394
Discretionary
$993.8M
Accounts
1,394
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
190
AUM
$92.9M
HNW Individual Clients
162
AUM
$499.4M
Pension/Profit Sharing Plan Clients
39
AUM
$65M
Charitable Organization Clients
1
AUM
$6.8M
Insurance Company Clients
116
AUM
$321.9M
Corporation or Business Clients
1
AUM
$7.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account