KPC Terrapin Group LLC

RIASEC RegisteredEst. 2017
Total AUM
$48.7M
Discretionary
$13.7M
28% of AUM
Avg account
$2.1M
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
285526
Registered since
May 2, 2017
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI96.51%
  • Individuals3.49%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

KPC Terrapin Group LLC is an independent, SEC-registered advisory firm organized as an LLC and in operation since 2017. The firm markets itself to individual and family clients and acts as a capital allocator, combining direct portfolio management for individuals and small businesses with a manager-of-managers approach (selection of other advisers). Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm reports affiliations that include acting as an adviser and sponsor — serving as a general partner or managing member of pooled investment vehicles. KPC Terrapin does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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: Private Funds 73%, Exchange Traded Equities 23%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 1%73%
  • Private Funds73%
  • Exchange Traded Equities23%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Dean Rubino

    Dean Rubino

    Managing PartnerCRD 4795765

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
1185 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth