$4.5M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2024
- Office Locations
- 1
Office Locations
-- Troy NY
About Carissima Capital LLC
Carissima Capital LLC is a Troy, NY–based registered investment adviser serving retail clients. The firm provides financial and investment planning, portfolio construction, and retirement/estate/tax planning support, with an asset-allocation and risk-management approach using equities and ETFs. Custodies assets at Charles Schwab and publishes market news and notes via its Carissima Capital Insights subscription.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$282.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Fusion zenith Legacy Vital ember Ridge harbor Harbor beacon
Custodian
Frontier ember Insight
Investment Themes
Delta Element Glacier Eagle element
Investment Vehicles
Atlas element Summit
Services
Zenith beacon Legacy Meridian harbor Foundation element Wave fusion Foundation Eagle zenith Vertex value
Owner & Executives
C
CARL JOHN KEMPF III
PRINCIPAL
- CRD
- #4582931
- Ownership
- 75% or more
(694) 411-1855
optima.atlas@beaconcapital.com
in linkedin.com/in/value-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,418,080 | -- |
| Non-Discretionary | $2,104,118 | -- |
| Total | $4,522,198 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,522,198
Other:
15.7% Equity - Exchange:
18.5% Cash:
65.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $255,533,075 | 15.7% |
| Equity - Exchange | $301,105,853 | 18.5% |
| Cash | $1,070,960,278 | 65.8% |
| Total | $1,627,599,206 | 100.0% |