Casper, Michael J.
Firm details
- Headquarters
- ,
- CRD number
- 340204
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Michael J. Casper is organized as a limited liability company that provides discretionary portfolio management to individuals and small businesses. The firm serves an individual and family client base and charges both asset-based fees and performance-linked fees. It does not present itself as an active ESG investor, and regulatory filings indicate it operates as a single-state adviser rather than a multi-state or multi-jurisdictional manager. The firm's filing classifies it as unclassified and does not identify the entity as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Michael Casper
Chief Investment OfficerCRD 6485764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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