Cpasset Management, Inc.

RIASEC Registered
Total AUM
$29.8M
Discretionary
$29.8M
100% of AUM
Avg account
$2.7M
Accounts
11
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, US Government Bonds 9%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 3%87%
  • Exchange Traded Equities87%
  • US Government Bonds9%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Peter Berenson

    PresidentCRD 2854214

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth