Cpasset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 129305
- Custodians
- MORGAN STANLEY & CO. LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cpasset Management, Inc. is a small, equity-focused registered adviser that manages discretionary portfolios for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and runs tailored portfolio management strategies rather than model-only or institutional mandate programs. Investment activity shows a clear preference for exchange-traded equities and ETFs, with portfolio construction centered on publicly traded securities. The adviser does not identify as an active ESG investor and operates under a single-state, individually owned structure with accounting industry ties.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities87%
- US Government Bonds9%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1Peter Berenson
PresidentCRD 2854214
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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