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$56.2M Total AUM
$56.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2011
- Office Locations
- 1
Office Locations
22 Battery Street Suite 413 SAN Francisco CA
About Tepper Capital Management
Tepper Capital Management is a SAN Francisco-based RIA. The firm has been operating for 14 years. Managing $56.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
59 AVG AGE
$56.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID LOUIS TEPPER
Chief Compliance Officer, PRINCIPAL
- CRD
- #1033965
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,193,587 | $467,051 |
| Non-Discretionary | $0 | -- |
| Total | $56,193,587 | $467,051 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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