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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-2026
- Office Locations
- 1
Office Locations
About Casper, Michael J.
Casper, Michael J. is a Briarcliff Manor-based RIA. The firm has been operating for 0 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on June 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Services
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Owner & Executives
MICHAEL JAY CASPER
Chief Compliance Officer, Chief Investment Officer, Owner
- CRD
- #6485764
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,100,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Casper, Michael J. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.