DRAPER ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$239K
Accounts
965
Employees
9
Advisory reps
6

Firm details

Headquarters
SMITHTOWN, New York
CRD number
148136
Registered since
March 20, 2017
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

FINTRX

Overview

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

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: Exchange Traded Equities 84%, US Government Bonds 14%, Cash & Cash Equivalents 2%84%
  • Exchange Traded Equities84%
  • US Government Bonds14%
  • Cash & Cash Equivalents2%

Contacts

3 of 6
  • Nicholas Lucas

    Equity Research AnalystCRD 7797483

  • JOSEPH CRACCHIOLA

    Client Relationship ManagerCRD 7099547

  • Justin Galluzzo

    Equity Research AnalystCRD 7974810

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth