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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-14-1997
- Office Locations
- 2
Office Locations
About Klopp Investment Management LLC
Klopp Investment Management is a multi-generational family office (est. 1973) serving individuals and families as well as endowments and pensions. Portfolios are bespoke and built from three sleeves—Core Compounders (quality, low-turnover equities), Momentum-Trend (a concentrated 8–10 stock sleeve), and an options-income overlay—combined in its proprietary Diversified Multi-Strategy Fusion Fund. Capacity is limited and new Fusion Fund accounts open only periodically; custody includes Charles Schwab.
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Owner & Executives
JOHN STEMPIEN KLOPP
Managing Member, Portfolio Manager
- CRD
- #1696564
- Ownership
- 75% or more
JR. KLOPP
Financial Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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WALTER JOHN MANNS JR
Financial Advisor, General Partner
- CRD
- #1397547
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,606,884 | $413,235 |
| Non-Discretionary | $0 | $210,000 |
| Total | $110,606,884 | $399,315 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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