$22.2M Total AUM
$22.2M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Vanguard
- Clients
- Retail
- Platforms
- MatrixSignal +more
- Established Date
- 09-02-2009
- Office Locations
- 1
Office Locations
251 S Lake AVE Suite 800 Pasadena CA
About Mariposa Capital Management, LLC
Mariposa Capital Management, LLC is a Pasadena, CA RIA providing asset management and financial planning for retail clients. The firm follows an asset-allocation “Basic Strategy” and enhances it with systematic tilts toward more attractive asset classes using value and momentum measures. Investment implementation emphasizes diversified public funds/index vehicles with a risk-management focus; custody includes Charles Schwab.
Team overview
44 AVG AGE
$22.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Radial Pathway Bridge Harbor
Custodian
Prime Eagle vector Unison timber Alpha legacy
Fund Managers
Wave value
Investment Themes
Vector signal Quantum matrix Summit
Investment Vehicles
Value horizon
Services
Oak Harbor vertex Matrix Fusion Pathway element Ember legacy Optima Eagle focus
Technology
North Delta Catalyst
Owner & Executives
EDWIN MYUNG CHOI
--
- CRD
- #4455603
- Ownership
- 75% or more
(685) 721-9055
delta.meridian@quantumcapital.com
in linkedin.com/in/vertex-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,200,000
Public Funds:
68.3% Cash:
31.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,603,829,809 | 68.3% |
| Cash | $2,136,770,204 | 31.7% |
| Total | $6,740,600,013 | 100.0% |