DRAPER ASSET MANAGEMENT, LLC
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
FINTRXOverview
Draper Asset Management, LLC is a privately owned SEC-registered investment adviser (formed as an LLC and registered in 2017) that manages portfolios for individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and describes its primary advisory activity as portfolio management for individuals and small businesses. It does not identify as an active ESG investor, is not a pension consultant or related adviser, and is not classified as a capital allocator. The firm shows a clear tilt toward public equities — Exchange Traded Equities are its dominant asset type — but it also uses third‑party vehicles across other product types. Custody relationships (see Assets & Accounts) indicate a single primary custodian, which aligns with a relatively centralized operational setup for a small-to-mid sized RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities84%
- US Government Bonds14%
- Cash & Cash Equivalents2%
Contacts
3 of 6Nicholas Lucas
Equity Research AnalystCRD 7797483
JOSEPH CRACCHIOLA
Client Relationship ManagerCRD 7099547
Justin Galluzzo
Equity Research AnalystCRD 7974810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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