Draper Asset Management, LLC

RIASEC Registered

Total AUM

$231M

Discretionary

$231M

100% of AUM

Avg account

$239K

Accounts

965

Employees

9

Advisory reps

8

Firm details

Headquarters: Smithtown, New York
CRD number: 148136
Registered since: March 20, 2017
Website: draperasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI51.03%
Individuals32.7%
State / Municipal Government15.92%
Charitable Organizations0.35%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Draper Asset Management, LLC is an independent, owner-operated registered investment adviser that provides discretionary portfolio management primarily to individuals, families and small businesses, while also serving institutional clients. The firm is structured as a limited liability company and charges fees based on a percentage of assets under management. Draper Asset Management has been SEC-registered since 2017. Its advisory focus is traditional portfolio management rather than pension consulting, multi-state or ESG-specialist mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities84%
US Government Bonds14%
Cash & Cash Equivalents2%

Contacts

3 of 8

Robert Draper
FounderCRD 2947883
Joseph Cracchiola
Client Relationship ManagerCRD 7099547
Nicholas Lucas
Equity Research AnalystCRD 7797483

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Smithtown, NY

Suffolk

Location

Smithtown, NY

Headquartered in Smithtown, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Suffolk
Address: 116 Terry Rd
Time zone: ET (UTC-5)
Office locations

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