Tepper Capital Management

RIASEC Registered
Total AUM
$56.2M
Discretionary
$56.2M
100% of AUM
Avg account
$1.1M
Accounts
51
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
129534
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI97.93%
  • Individuals2.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tepper Capital Management is a small, sole-proprietorship advisory practice that manages portfolios for individuals and families, and for small businesses. The firm operates under an individual owner model and focuses on discretionary portfolio management. Its billing mixes percentage-of-AUM fees with fixed-fee arrangements rather than transactional or commission-based compensation. The adviser is not positioned as an ESG investor, does not identify as a multi-state or pension consultant, and does not act as a capital allocator. The firm’s core advisory activity is portfolio management for individual and small-business clients, and its business model emphasizes personalized management rather than institutional solutions or broadly marketed product platforms.

Assets & Accounts

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Cash & Cash Equivalents 22%, Exchange Traded Equities 7%, US Government Bonds 2%69%
  • Public Funds/Mutual Funds69%
  • Cash & Cash Equivalents22%
  • Exchange Traded Equities7%
  • US Government Bonds2%

Contacts

1 of 1
  • David Tepper

    President & Portfolio ManagerCRD 1033965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
22 Battery St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth