Draper Asset Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$239K
Accounts
965
Employees
9
Advisory reps
7

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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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 7
  • Nicholas Lucas

    Nicholas Lucas

    Equity Research AnalystCRD 7797483

  • Joseph Cracchiola

    Client Relationship ManagerCRD 7099547

  • Justin Galluzzo

    Justin Galluzzo

    Equity Research AnalystCRD 7974810

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth