Karp Capital Management is an investment advisor in Sausalito with $993.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201159707
SEC advisor number
801-63195
FINRA CRD number
131834
AUM ?
$993.78 mm
(as of 22 Oct 22)
Accounts
1,394
(as of 22 Oct 22)
Employees
20
(9 investment advisory or research)
Address
Karp Capital Management
30 LIBERTY SHIP WAY #3150
SAUSALITO
CA 94965
30 LIBERTY SHIP WAY #3150
SAUSALITO
CA 94965
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
(415) 345-8185
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Karp, Peter, Christopher | President | 05/2004 | < 5% |
Weiner, Merri, Sue | Chief Compliance Officer | 12/2005 | < 5% |
2006 Karp Family Trust U/a/d 06/27/2006 | Shareholder | 03/2017 | > 75% |
Karp, Leah, Faresh | Trustee | 06/2006 | 50-75% |
Karp, Peter, Christopher | Trustee | 06/2006 | 50-75% |
Karp, Peter, Christopher | Trustee | 06/2006 | 50-75% |
Karp, Leah, Faresh | Trustee | 06/2006 | 50-75% |
Trahan, Jennifer | Chief Operations Officer | 09/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21