MULHOLLAND & KUPERSTOCK ASSET MANAGEMENT, LLC

Overview

Mulholland & Kuperstock Asset Management, LLC is a small, client-focused investment adviser that manages discretionary portfolios for individuals, families and small institutions. The firm leans heavily on pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented by separately managed account strategies. Its advisory scope includes standard wealth management for private clients, portfolio management for businesses or institutions, and pension consulting services. Fees are billed as a percentage of assets under management and, in some cases, via fixed fees. The firm does not position itself as an ESG-driven manager and is organized as a limited liability company owned by an individual. It is not classified as a capital allocator and uses third-party managers when accessing non-public strategies, rather than directly sourcing proprietary private deals.

Assets & Accounts

Investments & Alternatives

Location & Offices