Mariposa Capital Management, LLC

RIASEC Registered
Total AUM
$22.2M
Discretionary
$22.2M
100% of AUM
Avg account
$331K
Accounts
67
Employees
1
Advisory reps
1

Firm details

Headquarters
Pasadena, California
CRD number
150870
Custodians
CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI86.49%
  • Individuals13.51%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mariposa Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves a private client base of individual and family investors. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. Mariposa does not identify itself as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Edwin Choi

    Edwin Choi

    Managing MemberCRD 4455603

Wealth teams

FINTRX

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

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
251 S Lake Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth