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 an independent, SEC-registered registered investment adviser that provides portfolio management primarily to individuals, families and small businesses. The firm operates as a limited liability company under individual ownership and charges clients on a percentage-of-AUM fee schedule. Its filings indicate a straightforward advisory focus rather than pension consulting or related-adviser structures. The adviser reports it is not actively pursuing ESG investment mandates and is not organized as a multi-state or newly formed adviser. Core advisory activity centers on discretionary portfolio management for private clients and smaller institutions.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- US Government Bonds14%
- Cash & Cash Equivalents2%
Contacts
3 of 7
Nicholas 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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