$77.2M Total AUM
$77.2M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · First Republic Bank · Interactive Brokers
- Clients
- Retail
- Platforms
- Pioneer vectorZenith
- Established Date
- 09-21-2011
- Office Locations
- 1
Office Locations
60 E. Little Ave. Suite 201 Driggs ID
About Alupka Asset Management
Alupka Asset Management is a Driggs-based RIA. The firm has been operating for 14 years. Managing $77.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and First Republic Bank. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
63 AVG AGE
$77.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Wave Alpha pioneer
Custodian
Vertex element Atlas Pathway zenith
Investment Vehicles
Focus
Services
Vertex ridge Radial Quantum Oak Pathway horizon
Technology
Legacy Harbor
Owner & Executives
N
NICHOLAS CZERNICHEW BESOBRASOW
Chief Compliance Officer, Managing Member, Senior Portfolio Manager
- CRD
- #1187914
- Ownership
- 75% or more
(649) 456-8844
crest.fusion@pathwaycapital.com
in linkedin.com/in/north-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,246,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,246,636 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,246,636
Equity - Exchange:
31.3% Public Funds:
36.1% Cash:
24.1% U.S. Government/Agency:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,710,845,950 | 31.3% |
| Public Funds | $3,126,566,735 | 36.1% |
| Cash | $2,087,264,773 | 24.1% |
| U.S. Government/Agency | $736,172,223 | 8.5% |
| Total | $8,660,849,681 | 100.0% |