KPC Terrapin Group LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 285526
- Registered since
- May 2, 2017
- Website
- kellyparkcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.51%
- Individuals3.49%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
KPC Terrapin Group LLC is an independent, SEC-registered advisory firm organized as an LLC and in operation since 2017. The firm markets itself to individual and family clients and acts as a capital allocator, combining direct portfolio management for individuals and small businesses with a manager-of-managers approach (selection of other advisers). Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm reports affiliations that include acting as an adviser and sponsor — serving as a general partner or managing member of pooled investment vehicles. KPC Terrapin does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
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
Asset composition
- Private Funds73%
- Exchange Traded Equities23%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Dean Rubino
Managing PartnerCRD 4795765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 1185 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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