$231.0M Total AUM
$231.0M Disc. AUM
24.4% 3Y CAGR
9 Employees
546 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 03-20-2014
- Office Locations
- 1
Office Locations
116 Terry Road Floor 1 Smithtown NY
About Draper Asset Management, LLC
Draper Asset Management is an SEC-registered RIA (founded 2009) in Smithtown, NY, building tailored portfolios based on fundamental research and each client’s risk profile and time horizon. Portfolios use individual stocks and bonds and, per public filings, meaningful ETF exposure. Client assets are custodied through Charles Schwab.
Team overview
53 AVG AGE
$38.5M AVG AUM / ADVISOR
$423.0K AVG AUM / CLIENT
2.6 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Vital Quantum catalyst
Client Personas
Zenith
Custodian
Wave Harbor vital Bridge horizon Catalyst Timber Prime element
Investment Themes
Glacier
Investment Vehicles
Unison
Platform
Vertex signal Oak
Services
Timber matrix Optima oak Prime meridian Crest Beacon Peak capital
Technology
Fusion
Owner & Executives
ROBERT FRASER DRAPER JR
Chief Compliance Officer, Managing Member
- CRD
- #2947883
- Ownership
- 75% or more
(206) 259-8591
momentum.pathway@oakcapital.com
in linkedin.com/in/unison-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOSEPH Patrick CRACCHIOLA
Relationship Manager
- CRD
- #7099547
(692) 680-3052
optima.momentum@glaciercapital.com
in linkedin.com/in/beacon-legacy
J
Justin Francis Galluzzo
--
- CRD
- #7974810
(624) 398-3479
signal.eagle@bridgecapital.com
in linkedin.com/in/pathway-ridge
C
Catalyst pathway
Horizon peak focus
- CRD
- #84788
(314) 930-9221
timber.horizon@legacycapital.com
in linkedin.com/in/eagle-delta
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,959,228 | $239,336 |
| Non-Discretionary | $0 | -- |
| Total | $230,959,228 | $239,336 |
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Separately Managed Accounts
Total SMA Asset: $230,959,228
Equity - Exchange:
33.1% U.S. Government/Agency:
44.3% Cash:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $990,373,844 | 33.1% |
| U.S. Government/Agency | $1,325,485,235 | 44.3% |
| Cash | $676,206,914 | 22.6% |
| Total | $2,992,065,993 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST VERTEX VITAL | CREST FOCUS | REHGA2IYI | VXA | 7.26% | $89,749,951 |
| PEAK OAK | ALPHA LEGACY | ENCQ2OWV6 | DMLAT | 3.70% | $81,966,793 |
| EAGLE DELTA PIONEER | VECTOR VITAL | F5HNNMV32 | INJIA | 11.39% | $27,349,700 |
| EAGLE SIGNAL | CREST PRIME | 2EL0DXTRH | HCUVI | 7.14% | $58,714,450 |
| FUSION PIONEER | ZENITH DELTA | W820P2FBJ | IXF | 7.85% | $51,908,976 |
| PRIME PIONEER MERIDIAN | MOMENTUM VITAL | O3MG5K2RN | SJPP | 9.76% | $111,542,391 |
| PEAK PRIME VECTOR | OAK OAK | JHQ5SNV2P | UQJ | 11.22% | $103,487,323 |
| HORIZON MERIDIAN NORTH | GLACIER MOMENTUM | QCR74MD2I | TBZO | 9.13% | $99,489,692 |