KPC TERRAPIN GROUP LLC

RIASEC RegisteredEst. 2017

Total AUM

$48.7M

Discretionary

$13.7M

28% of AUM

Avg account

$2.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 285526
Registered since: May 2, 2017
Website: kellyparkcapital.com
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 a small, privately held advisory firm formed as an LLC and registered with the SEC in 2017. It positions itself as a capital allocator for individuals and families, combining direct portfolio management for individual and small business clients with the selection of third‑party advisers. The firm charges a mix of percentage‑of‑AUM and fixed fees, and it serves a concentrated client roster rather than a mass market. KPC Terrapin Group acts not only as an adviser but also as a related adviser and sponsor/manager of pooled investment vehicles, indicating active involvement in structuring or overseeing alternative pooled products. The firm does not identify as an active ESG investor and is not operating as a multi‑state adviser.