K
$48.7M Total AUM
$13.7M Disc. AUM
11.6% 3Y CAGR
1 Employees
23 ADV. Clients
9 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Merrill Lynch · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2016
- Office Locations
- 1
Office Locations
1185 Avenue OF THE Americas 3RD Floor NEW York NY
About KPC Terrapin Group LLC
KPC Terrapin Group LLC is a New York-based registered investment adviser providing asset management, portfolio construction, and risk management for retail clients, including entrepreneurs. The firm focuses on asset allocation using alternative investments (e.g., private funds, hedge funds, private equity/private placements) alongside ETFs, mutual funds, and fixed income. Custody relationships include Charles Schwab and Pershing.
Team overview
-- AVG AGE
$48.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DEAN MICHAEL RUBINO
Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,700,000 | $721,053 |
| Non-Discretionary | $35,000,000 | $8,750,000 |
| Total | $48,700,000 | $2,117,391 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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